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
701
$6.08K ﹤0.01%
117
+11
702
$6.05K ﹤0.01%
+80
703
$6.05K ﹤0.01%
+118
704
$6.01K ﹤0.01%
45
+26
705
$5.98K ﹤0.01%
168
+24
706
$5.97K ﹤0.01%
1,146
+161
707
$5.92K ﹤0.01%
+145
708
$5.9K ﹤0.01%
+75
709
$5.88K ﹤0.01%
213
+1
710
$5.87K ﹤0.01%
78
+65
711
$5.84K ﹤0.01%
+42
712
$5.82K ﹤0.01%
1,000
713
$5.82K ﹤0.01%
511
+105
714
$5.78K ﹤0.01%
624
+92
715
$5.75K ﹤0.01%
116
-88
716
$5.64K ﹤0.01%
172
-373
717
$5.59K ﹤0.01%
169
-143
718
$5.57K ﹤0.01%
+33
719
$5.55K ﹤0.01%
+22
720
$5.53K ﹤0.01%
+19
721
$5.52K ﹤0.01%
48
722
$5.48K ﹤0.01%
+20
723
$5.43K ﹤0.01%
76
+65
724
$5.39K ﹤0.01%
63
+1
725
$5.35K ﹤0.01%
151
-62
27 28
29
30 31