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
526
$5.83K ﹤0.01%
78
-2
527
$5.8K ﹤0.01%
24
+7
528
$5.78K ﹤0.01%
149
529
$5.73K ﹤0.01%
60
-4
530
$5.72K ﹤0.01%
58
531
$5.65K ﹤0.01%
33
532
$5.64K ﹤0.01%
86
533
$5.59K ﹤0.01%
20
+10
534
$5.56K ﹤0.01%
+250
535
$5.49K ﹤0.01%
182
536
$5.47K ﹤0.01%
52
537
$5.44K ﹤0.01%
144
+72
538
$5.38K ﹤0.01%
72
+36
539
$5.38K ﹤0.01%
33
+14
540
$5.34K ﹤0.01%
50
+21
541
$5.32K ﹤0.01%
16
542
$5.29K ﹤0.01%
156
-661
543
$5.24K ﹤0.01%
34
544
$5.23K ﹤0.01%
38
+17
545
$5.14K ﹤0.01%
206
+91
546
$5.07K ﹤0.01%
175
+35
547
$5.04K ﹤0.01%
20
+12
548
$5.01K ﹤0.01%
44
549
$4.99K ﹤0.01%
148
+54
550
$4.99K ﹤0.01%
153
20 21
22
23 24