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
526
$3K ﹤0.01%
+89
527
$3K ﹤0.01%
+31
528
$3K ﹤0.01%
90
529
$3K ﹤0.01%
+38
530
$3K ﹤0.01%
+600
531
$3K ﹤0.01%
375
532
$3K ﹤0.01%
+50
533
$3K ﹤0.01%
+44
534
$3K ﹤0.01%
69
+1
535
$2K ﹤0.01%
+34
536
$2K ﹤0.01%
+576
537
$2K ﹤0.01%
+18
538
$2K ﹤0.01%
33
-4
539
$2K ﹤0.01%
33
-2
540
$2K ﹤0.01%
+99
541
$2K ﹤0.01%
36
542
$2K ﹤0.01%
+60
543
$2K ﹤0.01%
+100
544
$2K ﹤0.01%
+351
545
$2K ﹤0.01%
45
546
$2K ﹤0.01%
+20
547
$2K ﹤0.01%
+38
548
$2K ﹤0.01%
+190
549
$1K ﹤0.01%
+22
550
$1K ﹤0.01%
+7
20 21
22
23 24