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
576
$10.6K ﹤0.01%
68
+12
577
$10.5K ﹤0.01%
34
+1
578
$10.4K ﹤0.01%
241
+9
579
$10.4K ﹤0.01%
850
580
$10.4K ﹤0.01%
53
+5
581
$10.3K ﹤0.01%
141
-12
582
$10.3K ﹤0.01%
62
583
$10.2K ﹤0.01%
900
584
$10K ﹤0.01%
77
+46
585
$10K ﹤0.01%
307
-9,356
586
$9.97K ﹤0.01%
173
+103
587
$9.94K ﹤0.01%
358
+16
588
$9.91K ﹤0.01%
73
+66
589
$9.86K ﹤0.01%
45
590
$9.83K ﹤0.01%
159
+21
591
$9.82K ﹤0.01%
+75
592
$9.82K ﹤0.01%
115
+1
593
$9.8K ﹤0.01%
132
+100
594
$9.76K ﹤0.01%
388
595
$9.64K ﹤0.01%
142
+90
596
$9.62K ﹤0.01%
219
+81
597
$9.59K ﹤0.01%
+129
598
$9.58K ﹤0.01%
37
+3
599
$9.56K ﹤0.01%
+112
600
$9.49K ﹤0.01%
39
+18
22 23
24
25 26