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
51
$1.19M 0.55%
4,019
+1
52
$1.19M 0.55%
24,656
-868
53
$1.18M 0.55%
22,717
-3,993
54
$1.16M 0.54%
3,341
-10
55
$1.16M 0.54%
7,606
+1,328
56
$1.15M 0.54%
39,379
-1,174
57
$1.14M 0.53%
9,816
+2
58
$1.1M 0.51%
5,772
-2,939
59
$1.1M 0.51%
3,714
+13
60
$1.09M 0.51%
51,500
+352
61
$1.07M 0.5%
11,725
-38,375
62
$1.06M 0.49%
21,667
+1,786
63
$1.05M 0.49%
7,481
+1,567
64
$1.03M 0.48%
106,777
-3,548
65
$1.02M 0.47%
20,546
-6,947
66
$1.02M 0.47%
9,735
-3,305
67
$1.02M 0.47%
6,486
-1,041
68
$986K 0.46%
34,511
+34,038
69
$957K 0.44%
15,460
+11,264
70
$930K 0.43%
43,210
+43,164
71
$926K 0.43%
34,165
-929
72
$900K 0.42%
+8,552
73
$888K 0.41%
2,856
-356
74
$883K 0.41%
7,197
+1,127
75
$872K 0.4%
3,876
-167
1 2
3
4 5