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
651
$7.81K ﹤0.01%
900
+270
652
$7.8K ﹤0.01%
+757
653
$7.76K ﹤0.01%
30
+5
654
$7.67K ﹤0.01%
212
+177
655
$7.66K ﹤0.01%
107
+4
656
$7.65K ﹤0.01%
59
-89
657
$7.61K ﹤0.01%
226
+15
658
$7.58K ﹤0.01%
167
-2
659
$7.57K ﹤0.01%
23
660
$7.54K ﹤0.01%
154
+122
661
$7.52K ﹤0.01%
38
+31
662
$7.38K ﹤0.01%
151
+138
663
$7.32K ﹤0.01%
+98
664
$7.3K ﹤0.01%
48
+47
665
$7.28K ﹤0.01%
+6
666
$7.25K ﹤0.01%
+9
667
$7.21K ﹤0.01%
194
-78
668
$7.21K ﹤0.01%
165
-25
669
$7.18K ﹤0.01%
+117
670
$7.08K ﹤0.01%
113
+9
671
$7.07K ﹤0.01%
113
+13
672
$7.05K ﹤0.01%
257
+21
673
$7.05K ﹤0.01%
374
+101
674
$7.01K ﹤0.01%
82
+8
675
$6.93K ﹤0.01%
142
+10
25 26
27
28 29