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
501
$7.03K ﹤0.01%
+9
502
$6.96K ﹤0.01%
177
-606
503
$6.94K ﹤0.01%
98
504
$6.93K ﹤0.01%
600
+80
505
$6.88K ﹤0.01%
106
+67
506
$6.84K ﹤0.01%
204
+66
507
$6.82K ﹤0.01%
255
+83
508
$6.76K ﹤0.01%
1,000
509
$6.73K ﹤0.01%
+30
510
$6.64K ﹤0.01%
113
+1
511
$6.63K ﹤0.01%
107
-45
512
$6.61K ﹤0.01%
500
+29
513
$6.59K ﹤0.01%
1,200
514
$6.47K ﹤0.01%
276
+97
515
$6.39K ﹤0.01%
80
516
$6.26K ﹤0.01%
128
+42
517
$6.14K ﹤0.01%
41
+12
518
$6.13K ﹤0.01%
248
+85
519
$6.05K ﹤0.01%
85
-168
520
$6.01K ﹤0.01%
76
+13
521
$5.96K ﹤0.01%
750
522
$5.95K ﹤0.01%
53
+26
523
$5.85K ﹤0.01%
102
+26
524
$5.84K ﹤0.01%
+137
525
$5.83K ﹤0.01%
45
19 20
21
22 23