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
501
$14.4K 0.01%
340
+7
502
$14.4K 0.01%
830
+130
503
$14.4K 0.01%
147
+7
504
$14.3K 0.01%
118
+74
505
$14.3K 0.01%
368
+199
506
$14.2K 0.01%
63
+53
507
$14.1K 0.01%
130
-12
508
$14K 0.01%
658
+12
509
$13.9K 0.01%
1,050
+300
510
$13.8K 0.01%
+41
511
$13.6K 0.01%
2,403
+72
512
$13.6K 0.01%
225
-401
513
$13.6K 0.01%
1,835
+430
514
$13.6K 0.01%
238
+43
515
$13.6K 0.01%
920
+185
516
$13.5K 0.01%
646
+113
517
$13.5K 0.01%
1,150
+100
518
$13.5K 0.01%
440
+40
519
$13.4K 0.01%
235
+148
520
$13.4K 0.01%
465
-492
521
$13.4K 0.01%
77
522
$13.4K 0.01%
181
-14
523
$13.4K 0.01%
885
+85
524
$13K 0.01%
875
+175
525
$13K 0.01%
470
+50
19 20
21
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