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
526
$12.9K 0.01%
645
+125
527
$12.9K 0.01%
211
+11
528
$12.9K 0.01%
1,050
+100
529
$12.7K 0.01%
301
530
$12.6K 0.01%
90
+36
531
$12.6K 0.01%
1,000
532
$12.6K 0.01%
70
533
$12.6K 0.01%
23
+6
534
$12.6K 0.01%
27
+7
535
$12.5K 0.01%
104
+18
536
$12.5K 0.01%
119
537
$12.4K 0.01%
940
+100
538
$12.4K 0.01%
201
-2,307
539
$12.4K 0.01%
350
+5
540
$12.2K 0.01%
637
+98
541
$12.1K 0.01%
204
+58
542
$12.1K 0.01%
110
-1
543
$12.1K 0.01%
600
+80
544
$12.1K 0.01%
78
+13
545
$12.1K 0.01%
8
546
$12.1K 0.01%
462
+84
547
$12K 0.01%
84
+70
548
$11.9K 0.01%
161
-278
549
$11.9K 0.01%
375
550
$11.8K 0.01%
1,150
+100
20 21
22
23 24