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
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.32M
3
+$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.51M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.09M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
$0 ﹤0.01%
1
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653
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655
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656
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657
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$0 ﹤0.01%
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661
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662
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663
$0 ﹤0.01%
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664
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665
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-1,047
666
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-155
667
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669
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670
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671
$0 ﹤0.01%
+3
672
$0 ﹤0.01%
+10
673
$0 ﹤0.01%
+16
674
$0 ﹤0.01%
+17
675
$0 ﹤0.01%
+2
25 26
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