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
676
$2.21K ﹤0.01%
29
+10
677
$2.2K ﹤0.01%
+16
678
$2.11K ﹤0.01%
14
679
$2.1K ﹤0.01%
10
680
$2.09K ﹤0.01%
10
+5
681
$2.08K ﹤0.01%
50
682
$2.07K ﹤0.01%
+22
683
$2.06K ﹤0.01%
174
+59
684
$2.03K ﹤0.01%
+42
685
$1.96K ﹤0.01%
+127
686
$1.95K ﹤0.01%
32
687
$1.95K ﹤0.01%
33
688
$1.9K ﹤0.01%
37
689
$1.9K ﹤0.01%
50
690
$1.88K ﹤0.01%
246
+63
691
$1.8K ﹤0.01%
14
+9
692
$1.79K ﹤0.01%
99
693
$1.73K ﹤0.01%
165
694
$1.71K ﹤0.01%
46
695
$1.7K ﹤0.01%
24
+11
696
$1.69K ﹤0.01%
32
+16
697
$1.67K ﹤0.01%
25
-15
698
$1.6K ﹤0.01%
351
699
$1.49K ﹤0.01%
72
+37
700
$1.45K ﹤0.01%
43
-50
26 27
28
29 30