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
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.32M
3
+$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.51M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
+140
502
$4K ﹤0.01%
50
-605
503
$4K ﹤0.01%
+110
504
$3K ﹤0.01%
+55
505
$3K ﹤0.01%
+11
506
$3K ﹤0.01%
+74
507
$3K ﹤0.01%
15
508
$3K ﹤0.01%
+29
509
$3K ﹤0.01%
+75
510
$3K ﹤0.01%
+76
511
$3K ﹤0.01%
+24
512
$3K ﹤0.01%
+87
513
$3K ﹤0.01%
+82
514
$3K ﹤0.01%
+220
515
$3K ﹤0.01%
+136
516
$3K ﹤0.01%
+72
517
$3K ﹤0.01%
+28
518
$3K ﹤0.01%
+83
519
$3K ﹤0.01%
+10
520
$3K ﹤0.01%
+40
521
$3K ﹤0.01%
63
522
$3K ﹤0.01%
21
523
$3K ﹤0.01%
+165
524
$3K ﹤0.01%
+66
525
$3K ﹤0.01%
+36
19 20
21
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