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
601
$3.51K ﹤0.01%
19
-11
602
$3.51K ﹤0.01%
26
-25
603
$3.48K ﹤0.01%
17
+1
604
$3.48K ﹤0.01%
43
605
$3.47K ﹤0.01%
60
606
$3.44K ﹤0.01%
162
+77
607
$3.43K ﹤0.01%
199
+107
608
$3.43K ﹤0.01%
40
-7
609
$3.4K ﹤0.01%
40
-93
610
$3.4K ﹤0.01%
+50
611
$3.37K ﹤0.01%
23
-2
612
$3.36K ﹤0.01%
28
613
$3.36K ﹤0.01%
+31
614
$3.33K ﹤0.01%
61
+38
615
$3.31K ﹤0.01%
100
616
$3.29K ﹤0.01%
132
+1
617
$3.23K ﹤0.01%
+128
618
$3.19K ﹤0.01%
50
-100
619
$3.19K ﹤0.01%
+15
620
$3.17K ﹤0.01%
29
+13
621
$3.16K ﹤0.01%
+47
622
$3.15K ﹤0.01%
65
+34
623
$3.15K ﹤0.01%
+163
624
$3.12K ﹤0.01%
203
+97
625
$3.11K ﹤0.01%
76
23 24
25
26 27