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
626
$3.1K ﹤0.01%
9
627
$3.07K ﹤0.01%
6
628
$2.97K ﹤0.01%
85
+42
629
$2.9K ﹤0.01%
76
630
$2.88K ﹤0.01%
56
+28
631
$2.84K ﹤0.01%
83
632
$2.84K ﹤0.01%
59
-1
633
$2.82K ﹤0.01%
45
+5
634
$2.79K ﹤0.01%
91
+1
635
$2.76K ﹤0.01%
40
+19
636
$2.75K ﹤0.01%
89
637
$2.74K ﹤0.01%
25
+1
638
$2.73K ﹤0.01%
1,000
639
$2.73K ﹤0.01%
38
640
$2.71K ﹤0.01%
+87
641
$2.69K ﹤0.01%
+82
642
$2.68K ﹤0.01%
+118
643
$2.66K ﹤0.01%
53
-1,169
644
$2.64K ﹤0.01%
87
-123
645
$2.59K ﹤0.01%
1,497
+730
646
$2.59K ﹤0.01%
80
+41
647
$2.57K ﹤0.01%
140
+61
648
$2.51K ﹤0.01%
375
649
$2.51K ﹤0.01%
35
650
$2.5K ﹤0.01%
75
24 25
26
27 28