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
551
$4.98K ﹤0.01%
+216
552
$4.95K ﹤0.01%
123
+83
553
$4.95K ﹤0.01%
328
+168
554
$4.89K ﹤0.01%
114
+83
555
$4.88K ﹤0.01%
34
+13
556
$4.86K ﹤0.01%
52
+31
557
$4.82K ﹤0.01%
+241
558
$4.76K ﹤0.01%
163
+1
559
$4.73K ﹤0.01%
54
+18
560
$4.54K ﹤0.01%
19
-1
561
$4.54K ﹤0.01%
442
+6
562
$4.54K ﹤0.01%
50
-41
563
$4.52K ﹤0.01%
22
+9
564
$4.5K ﹤0.01%
35
+4
565
$4.47K ﹤0.01%
+30
566
$4.42K ﹤0.01%
37
+10
567
$4.4K ﹤0.01%
267
568
$4.3K ﹤0.01%
393
+235
569
$4.3K ﹤0.01%
86
+39
570
$4.27K ﹤0.01%
75
571
$4.23K ﹤0.01%
53
+24
572
$4.13K ﹤0.01%
+83
573
$4.11K ﹤0.01%
244
+113
574
$4.05K ﹤0.01%
155
+68
575
$4.04K ﹤0.01%
302
+128
21 22
23
24 25