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
576
$4.01K ﹤0.01%
450
+225
577
$3.99K ﹤0.01%
80
-2
578
$3.97K ﹤0.01%
79
+40
579
$3.95K ﹤0.01%
27
+11
580
$3.94K ﹤0.01%
100
581
$3.94K ﹤0.01%
191
+95
582
$3.91K ﹤0.01%
67
+10
583
$3.91K ﹤0.01%
32
+16
584
$3.9K ﹤0.01%
7
585
$3.88K ﹤0.01%
+146
586
$3.87K ﹤0.01%
+407
587
$3.86K ﹤0.01%
169
+79
588
$3.84K ﹤0.01%
+105
589
$3.81K ﹤0.01%
402
-2
590
$3.78K ﹤0.01%
340
-26
591
$3.77K ﹤0.01%
+160
592
$3.74K ﹤0.01%
59
+27
593
$3.68K ﹤0.01%
+28
594
$3.67K ﹤0.01%
27
+10
595
$3.65K ﹤0.01%
+204
596
$3.61K ﹤0.01%
80
+35
597
$3.58K ﹤0.01%
47
-4
598
$3.56K ﹤0.01%
+107
599
$3.56K ﹤0.01%
15
600
$3.55K ﹤0.01%
+60
22 23
24
25 26