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
601
$9.49K ﹤0.01%
52
-1
602
$9.46K ﹤0.01%
+575
603
$9.44K ﹤0.01%
46
+7
604
$9.4K ﹤0.01%
41
+14
605
$9.39K ﹤0.01%
91
606
$9.38K ﹤0.01%
126
-60
607
$9.38K ﹤0.01%
130
+129
608
$9.34K ﹤0.01%
162
+10
609
$9.3K ﹤0.01%
375
+20
610
$9.24K ﹤0.01%
750
611
$9.16K ﹤0.01%
12
612
$9.16K ﹤0.01%
71
+5
613
$9.15K ﹤0.01%
+1,518
614
$9.13K ﹤0.01%
132
+1
615
$9.09K ﹤0.01%
650
-110
616
$8.93K ﹤0.01%
349
-46
617
$8.87K ﹤0.01%
175
618
$8.86K ﹤0.01%
66
+4
619
$8.84K ﹤0.01%
+2,755
620
$8.78K ﹤0.01%
+1,383
621
$8.73K ﹤0.01%
200
+124
622
$8.7K ﹤0.01%
222
+12
623
$8.69K ﹤0.01%
449
+39
624
$8.6K ﹤0.01%
+54
625
$8.57K ﹤0.01%
8
+7
23 24
25
26 27