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
$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
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
Health Care Select Sector SPDR Fund
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
576
$1K ﹤0.01%
+24
577
$1K ﹤0.01%
23
578
$1K ﹤0.01%
+21
579
$1K ﹤0.01%
+34
580
$1K ﹤0.01%
12
581
$1K ﹤0.01%
+117
582
$1K ﹤0.01%
+50
583
$1K ﹤0.01%
+36
584
$1K ﹤0.01%
+16
585
$1K ﹤0.01%
+32
586
$1K ﹤0.01%
+9
587
$1K ﹤0.01%
+7
588
$1K ﹤0.01%
+15
589
$1K ﹤0.01%
+4
590
$1K ﹤0.01%
+25
591
$0 ﹤0.01%
+8
592
$0 ﹤0.01%
+8
593
$0 ﹤0.01%
+38
594
– –
-1
595
– –
-600
596
– –
-310
597
– –
-300
598
– –
-21
599
– –
-9
600
– –
-1
22 23
24
25 26