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
$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
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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
551
$1K ﹤0.01%
+81
552
$1K ﹤0.01%
+20
553
$1K ﹤0.01%
+16
554
$1K ﹤0.01%
+32
555
$1K ﹤0.01%
+9
556
$1K ﹤0.01%
+7
557
$1K ﹤0.01%
+15
558
$1K ﹤0.01%
+4
559
$1K ﹤0.01%
+25
560
$1K ﹤0.01%
+34
561
$1K ﹤0.01%
+22
562
$1K ﹤0.01%
+7
563
$1K ﹤0.01%
+27
564
$1K ﹤0.01%
+30
565
$1K ﹤0.01%
+33
566
$1K ﹤0.01%
+12
567
$1K ﹤0.01%
+13
568
$1K ﹤0.01%
+250
569
$1K ﹤0.01%
+95
570
$1K ﹤0.01%
+7
571
$1K ﹤0.01%
+10
572
$1K ﹤0.01%
6
-6
573
$1K ﹤0.01%
+28
574
$1K ﹤0.01%
+50
575
$1K ﹤0.01%
+36
21 22
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