RCM
Raleigh Capital Management Portfolio holdings
AUM
$263M
1-Year Est. Return
18.47%
1 Year Est. Return
+18.47%
AUM
$238M
AUM Growth
+$17.6M
(+8%)
Holding
717
Top Buys
| 1 | +$3.9M | |
| 2 | +$2.34M | |
| 3 | +$1.97M | |
| 4 |
State Street SPDR Dow Jones REIT ETF
RWR
|
+$1.7M |
| 5 |
British American Tobacco
BTI
|
+$1.6M |
Top Sells
| 1 | +$4.81M | |
| 2 | +$2.31M | |
| 3 | +$2.18M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.11M |
| 5 |
SPDR Portfolio Europe ETF
SPEU
|
+$1.72M |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Financials | 9.44% |
| 3 | Healthcare | 8.15% |
| 4 | Consumer Staples | 5.74% |
| 5 | Energy | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
HCA Healthcare
HCA
$108B
| – | – |
-47
|
|
||
627
Schwab US REIT ETF
SCHH
$8.25B
| – | – |
0
|
|
||
628
Valmont Industries
VMI
$7.83B
| – | – |
0
|
|
||
629
Avery Dennison
AVY
$13.4B
| – | – |
0
|
|
||
630
Zimmer Biomet
ZBH
$17.8B
| – | – |
0
|
|
||
631
Intel
INTC
$169B
| – | – |
0
|
|
||
632
Interpublic Group of Companies
IPG
$9.01B
| – | – |
0
|
|
||
633
Celanese
CE
$4.26B
| – | – |
0
|
|
||
634
Encompass Health
EHC
$11.4B
| – | – |
0
|
|
||
635
Ross Stores
ROST
$52.2B
| – | – |
0
|
|
||
636
Atkore
ATKR
$2.19B
| – | – |
0
|
|
||
637
Lamb Weston
LW
$7.94B
| – | – |
0
|
|
||
638
Veralto
VLTO
$24.5B
| – | – |
0
|
|
||
639
Agilent Technologies
A
$41.6B
| – | – |
-12
|
|
||
640
Autodesk
ADSK
$63.8B
| – | – |
-7
|
|
||
641
Aflac
AFL
$59.9B
| – | – |
-111
|
|
||
642
Aon
AON
$75.3B
| – | – |
-4
|
|
||
643
A.O. Smith
AOS
$9.01B
| – | – |
-21
|
|
||
644
Franklin Resources
BEN
$11.5B
| – | – |
-56
|
|
||
645
Bunge Global
BG
$18.6B
| – | – |
-9
|
|
||
646
Invesco Senior Loan ETF
BKLN
$6.77B
| – | – |
-147
|
|
||
647
Berkshire Hathaway Class B
BRK.B
$1.1T
| – | – |
-15
|
|
||
648
Chubb
CB
$116B
| – | – |
-7
|
|
||
649
VanEck CLO ETF
CLOI
$1.22B
| – | – |
-622
|
|
||
650
CMS Energy
CMS
$22.5B
| – | – |
-26
|
|