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
551
$11.7K 0.01%
81
552
$11.7K 0.01%
550
+100
553
$11.6K 0.01%
132
+19
554
$11.6K 0.01%
1,150
+100
555
$11.6K 0.01%
37
+33
556
$11.5K 0.01%
1,800
+200
557
$11.5K 0.01%
925
+200
558
$11.5K 0.01%
1,000
559
$11.4K 0.01%
371
+88
560
$11.3K 0.01%
703
+194
561
$11.3K 0.01%
1,375
+150
562
$11.2K 0.01%
1,330
+185
563
$11.2K 0.01%
169
+35
564
$11.1K 0.01%
41
+27
565
$11.1K 0.01%
252
+18
566
$11K 0.01%
880
+100
567
$11K 0.01%
63
568
$11K 0.01%
302
+38
569
$10.9K 0.01%
129
+21
570
$10.9K 0.01%
452
+6
571
$10.8K 0.01%
129
-76
572
$10.8K 0.01%
+84
573
$10.7K 0.01%
130
+4
574
$10.7K 0.01%
612
+160
575
$10.6K ﹤0.01%
+3
21 22
23
24 25