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
51
$1.2M 0.63%
23,907
+2,043
52
$1.19M 0.62%
30,622
+2,459
53
$1.17M 0.61%
10,595
-7,629
54
$1.16M 0.6%
3,677
+26
55
$1.12M 0.58%
23,745
+186
56
$1.09M 0.57%
9,254
+104
57
$1.09M 0.57%
20,488
+8,476
58
$1.05M 0.55%
35,988
+2,867
59
$1.04M 0.54%
87,258
+7,665
60
$1M 0.52%
5,686
+123
61
$991K 0.52%
10,441
+3,489
62
$988K 0.51%
3,762
-3,785
63
$930K 0.48%
14,659
+1,089
64
$883K 0.46%
21,583
-11,642
65
$864K 0.45%
20,575
-1,226
66
$839K 0.44%
13,035
+1,419
67
$835K 0.43%
8,965
-66
68
$825K 0.43%
23,776
+12,646
69
$804K 0.42%
12,634
+223
70
$790K 0.41%
5,626
+130
71
$789K 0.41%
4,370
+142
72
$782K 0.41%
10,810
+311
73
$781K 0.41%
4,144
+197
74
$768K 0.4%
51,935
-21,660
75
$763K 0.4%
23,137
+853
1 2
3
4 5