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
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.32M
3
+$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.51M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.57%
+10,623
52
$1.05M 0.57%
63,440
+11,428
53
$1.04M 0.57%
21,018
+20,718
54
$1.04M 0.56%
6,815
+6,669
55
$1.02M 0.56%
18,360
+5,948
56
$1.02M 0.55%
18,042
+3,022
57
$1.01M 0.55%
+9,412
58
$1.01M 0.55%
+6,823
59
$985K 0.53%
5,641
+5,596
60
$980K 0.53%
9,709
+2,935
61
$975K 0.53%
26,553
+7,394
62
$974K 0.53%
3,252
+3,213
63
$951K 0.52%
17,900
+1,356
64
$928K 0.5%
+8,413
65
$900K 0.49%
36,132
+1,609
66
$889K 0.48%
+17,592
67
$861K 0.47%
15,491
-42
68
$804K 0.44%
4,536
+4,458
69
$798K 0.43%
7,885
+7,820
70
$787K 0.43%
+3,255
71
$787K 0.43%
7,869
+598
72
$786K 0.43%
17,573
+17,473
73
$781K 0.42%
+5,507
74
$771K 0.42%
6,525
+6,449
75
$758K 0.41%
10,825
+10,732
1 2
3
4 5