RCM

Raleigh Capital Management Portfolio holdings

AUM $263M
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.26M
3
+$1.11M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$972K
5
KVUE icon
Kenvue
KVUE
+$929K

Top Sells

1
+$3.51M
2
+$1.3M
3
+$918K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$838K
5
CCI icon
Crown Castle
CCI
+$605K

Sector Composition

1 Financials 9.35%
2 Technology 8.1%
3 Healthcare 7.63%
4 Utilities 7.47%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16.7K 0.01%
285
-530
477
$16.7K 0.01%
19
+11
478
$16.4K 0.01%
305
+113
479
$16.2K 0.01%
2,100
+300
480
$16.2K 0.01%
451
+180
481
$16.1K 0.01%
80
482
$16K 0.01%
460
-388
483
$16K 0.01%
36
+32
484
$15.9K 0.01%
682
+293
485
$15.9K 0.01%
755
+55
486
$15.8K 0.01%
76
+13
487
$15.7K 0.01%
+2,189
488
$15.7K 0.01%
+538
489
$15.7K 0.01%
940
+300
490
$15.5K 0.01%
36
+1
491
$15.4K 0.01%
192
-15
492
$15.2K 0.01%
230
+2
493
$15.1K 0.01%
1,133
+130
494
$15K 0.01%
300
+50
495
$14.9K 0.01%
650
+225
496
$14.9K 0.01%
520
+60
497
$14.8K 0.01%
105
+22
498
$14.8K 0.01%
+215
499
$14.8K 0.01%
375
+35
500
$14.8K 0.01%
309
+44
18 19
20
21 22