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
726
$5.33K ﹤0.01%
+219
727
$5.32K ﹤0.01%
128
+121
728
$5.25K ﹤0.01%
1,070
+240
729
$5.2K ﹤0.01%
288
+165
730
$5.16K ﹤0.01%
+217
731
$5.08K ﹤0.01%
300
732
$5.05K ﹤0.01%
50
733
$5.04K ﹤0.01%
40
734
$5.01K ﹤0.01%
59
+45
735
$5K ﹤0.01%
+150
736
$4.94K ﹤0.01%
+85
737
$4.88K ﹤0.01%
45
-867
738
$4.83K ﹤0.01%
+120
739
$4.82K ﹤0.01%
+19
740
$4.81K ﹤0.01%
+160
741
$4.8K ﹤0.01%
162
-163
742
$4.77K ﹤0.01%
+65
743
$4.73K ﹤0.01%
214
+2
744
$4.73K ﹤0.01%
122
+85
745
$4.73K ﹤0.01%
33
-212
746
$4.71K ﹤0.01%
+91
747
$4.7K ﹤0.01%
98
+65
748
$4.66K ﹤0.01%
60
749
$4.66K ﹤0.01%
26
-19
750
$4.59K ﹤0.01%
59
+48
28 29
30
31 32