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
676
$6.8K ﹤0.01%
114
+55
677
$6.78K ﹤0.01%
28
+9
678
$6.77K ﹤0.01%
210
+71
679
$6.71K ﹤0.01%
54
+50
680
$6.57K ﹤0.01%
183
+30
681
$6.56K ﹤0.01%
1,514
+23
682
$6.5K ﹤0.01%
401
-15
683
$6.45K ﹤0.01%
105
+85
684
$6.44K ﹤0.01%
462
+51
685
$6.41K ﹤0.01%
151
686
$6.31K ﹤0.01%
145
687
$6.31K ﹤0.01%
+2,096
688
$6.3K ﹤0.01%
426
+14
689
$6.29K ﹤0.01%
4
-2
690
$6.27K ﹤0.01%
+218
691
$6.27K ﹤0.01%
153
692
$6.25K ﹤0.01%
+102
693
$6.22K ﹤0.01%
+11
694
$6.22K ﹤0.01%
10
+8
695
$6.18K ﹤0.01%
174
-34
696
$6.16K ﹤0.01%
+30
697
$6.13K ﹤0.01%
227
+21
698
$6.12K ﹤0.01%
318
+185
699
$6.09K ﹤0.01%
123
700
$6.09K ﹤0.01%
65
+60
26 27
28
29 30