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
701
$1.24K ﹤0.01%
24
702
$1.22K ﹤0.01%
10
703
$1.22K ﹤0.01%
35
-125
704
$1.21K ﹤0.01%
81
705
$1.16K ﹤0.01%
25
-11
706
$1.15K ﹤0.01%
7
+1
707
$1.1K ﹤0.01%
95
708
$1.05K ﹤0.01%
21
-245
709
$1.04K ﹤0.01%
23
710
$1.03K ﹤0.01%
20
711
$1.02K ﹤0.01%
22
712
$945 ﹤0.01%
33
+1
713
$928 ﹤0.01%
7
-67
714
$908 ﹤0.01%
754
+522
715
$893 ﹤0.01%
30
716
$867 ﹤0.01%
38
+2
717
$830 ﹤0.01%
45
718
$795 ﹤0.01%
23
719
$778 ﹤0.01%
32
+17
720
$771 ﹤0.01%
35
-2,014
721
$761 ﹤0.01%
27
+2
722
$759 ﹤0.01%
35
+1
723
$691 ﹤0.01%
7
-129
724
$683 ﹤0.01%
10
725
$680 ﹤0.01%
13
27 28
29
30 31