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
$238M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1 +$3.9M
2 +$2.34M
3 +$1.97M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.7M
5
BTI icon
British American Tobacco
BTI
+$1.6M

Top Sells

1 +$4.81M
2 +$2.31M
3 +$2.18M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.11M
5
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.72M

Sector Composition

1 Technology 10.78%
2 Financials 9.44%
3 Healthcare 8.15%
4 Consumer Staples 5.74%
5 Energy 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SR icon
501
Spire
SR
$4.94B
$406 ﹤0.01%
+6
EXP icon
502
Eagle Materials
EXP
$7.43B
$404 ﹤0.01%
+2
INSM icon
503
Insmed
INSM
$34.4B
$403 ﹤0.01%
+4
UGI icon
504
UGI
UGI
$8.06B
$401 ﹤0.01%
+11
KNX icon
505
Knight Transportation
KNX
$9.2B
$400 ﹤0.01%
+9
SWX icon
506
Southwest Gas
SWX
$6.23B
$399 ﹤0.01%
+5
UFPI icon
507
UFP Industries
UFPI
$6.29B
$399 ﹤0.01%
+4
CHRD icon
508
Chord Energy
CHRD
$5.25B
$393 ﹤0.01%
+4
BKU icon
509
Bankunited
BKU
$3.54B
$389 ﹤0.01%
+11
FLO icon
510
Flowers Foods
FLO
$2.32B
$389 ﹤0.01%
+24
HOPE icon
511
Hope Bancorp
HOPE
$1.5B
$386 ﹤0.01%
+36
WERN icon
512
Werner Enterprises
WERN
$1.98B
$385 ﹤0.01%
14
TPH icon
513
Tri Pointe Homes
TPH
$3.02B
$383 ﹤0.01%
12
AAL icon
514
American Airlines Group
AAL
$10.1B
$370 ﹤0.01%
33
-71
CBRL icon
515
Cracker Barrel
CBRL
$771M
$370 ﹤0.01%
6
CNH
516
CNH Industrial
CNH
$13.6B
$370 ﹤0.01%
+29
TNET icon
517
TriNet
TNET
$3.01B
$366 ﹤0.01%
+5
ZD icon
518
Ziff Davis
ZD
$1.48B
$363 ﹤0.01%
12
EAT icon
519
Brinker International
EAT
$7.01B
$361 ﹤0.01%
+2
MC icon
520
Moelis & Co
MC
$5.74B
$350 ﹤0.01%
+6
HIMS icon
521
Hims & Hers Health
HIMS
$7.14B
$349 ﹤0.01%
7
HAL icon
522
Halliburton
HAL
$27.4B
$346 ﹤0.01%
17
IONQ icon
523
IonQ
IONQ
$18B
$344 ﹤0.01%
8
CMC icon
524
Commercial Metals
CMC
$8.25B
$344 ﹤0.01%
+7
ICFI icon
525
ICF International
ICFI
$1.78B
$339 ﹤0.01%
4