RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$983K
3
+$923K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$877K
5
CCI icon
Crown Castle
CCI
+$829K

Top Sells

1
+$994K
2
+$886K
3
+$841K
4
MRK icon
Merck
MRK
+$743K
5
BMY icon
Bristol-Myers Squibb
BMY
+$664K

Sector Composition

1 Financials 10.54%
2 Healthcare 10.29%
3 Consumer Staples 9.47%
4 Energy 7.21%
5 Utilities 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.08K ﹤0.01%
250
477
$8.08K ﹤0.01%
+725
478
$7.96K ﹤0.01%
+89
479
$7.94K ﹤0.01%
430
+32
480
$7.93K ﹤0.01%
640
481
$7.88K ﹤0.01%
158
482
$7.79K ﹤0.01%
1,220
+120
483
$7.7K ﹤0.01%
650
+100
484
$7.69K ﹤0.01%
475
+75
485
$7.59K ﹤0.01%
+190
486
$7.55K ﹤0.01%
500
487
$7.55K ﹤0.01%
1,000
-125
488
$7.54K ﹤0.01%
141
+103
489
$7.52K ﹤0.01%
143
+62
490
$7.51K ﹤0.01%
293
+127
491
$7.45K ﹤0.01%
115
-6,545
492
$7.44K ﹤0.01%
59
+25
493
$7.39K ﹤0.01%
87
-122
494
$7.37K ﹤0.01%
181
+48
495
$7.31K ﹤0.01%
78
+40
496
$7.3K ﹤0.01%
137
+67
497
$7.24K ﹤0.01%
79
-12
498
$7.21K ﹤0.01%
+650
499
$7.19K ﹤0.01%
150
500
$7.06K ﹤0.01%
228
+1
18 19
20
21 22