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
651
$2.49K ﹤0.01%
+83
652
$2.48K ﹤0.01%
+100
653
$2.47K ﹤0.01%
55
654
$2.47K ﹤0.01%
24
+11
655
$2.46K ﹤0.01%
27
+11
656
$2.45K ﹤0.01%
136
657
$2.44K ﹤0.01%
73
+36
658
$2.42K ﹤0.01%
177
+101
659
$2.38K ﹤0.01%
47
+19
660
$2.36K ﹤0.01%
66
661
$2.34K ﹤0.01%
+96
662
$2.33K ﹤0.01%
82
663
$2.32K ﹤0.01%
37
+13
664
$2.3K ﹤0.01%
21
665
$2.3K ﹤0.01%
280
+120
666
$2.29K ﹤0.01%
92
+43
667
$2.27K ﹤0.01%
33
668
$2.24K ﹤0.01%
97
+61
669
$2.24K ﹤0.01%
+216
670
$2.24K ﹤0.01%
26
671
$2.23K ﹤0.01%
220
672
$2.22K ﹤0.01%
25
+9
673
$2.22K ﹤0.01%
200
674
$2.21K ﹤0.01%
32
+13
675
$2.21K ﹤0.01%
60
+1
25 26
27
28 29