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
626
$8.55K ﹤0.01%
+22
627
$8.51K ﹤0.01%
128
628
$8.49K ﹤0.01%
+81
629
$8.46K ﹤0.01%
1,100
+500
630
$8.46K ﹤0.01%
18
+15
631
$8.45K ﹤0.01%
77
+6
632
$8.44K ﹤0.01%
+350
633
$8.4K ﹤0.01%
61
-4
634
$8.36K ﹤0.01%
361
+41
635
$8.33K ﹤0.01%
+42
636
$8.29K ﹤0.01%
244
+48
637
$8.27K ﹤0.01%
56
-114
638
$8.27K ﹤0.01%
115
+33
639
$8.24K ﹤0.01%
150
+5
640
$8.24K ﹤0.01%
+65
641
$8.24K ﹤0.01%
457
+17
642
$8.21K ﹤0.01%
60
-3
643
$8.11K ﹤0.01%
42
+1
644
$8.09K ﹤0.01%
56
+1
645
$8K ﹤0.01%
+265
646
$7.95K ﹤0.01%
14
+11
647
$7.92K ﹤0.01%
222
+23
648
$7.9K ﹤0.01%
215
-5,248
649
$7.87K ﹤0.01%
66
+7
650
$7.85K ﹤0.01%
145
+45
24 25
26
27 28