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
751
$4.59K ﹤0.01%
85
752
$4.57K ﹤0.01%
750
753
$4.56K ﹤0.01%
+153
754
$4.56K ﹤0.01%
+55
755
$4.49K ﹤0.01%
+9
756
$4.4K ﹤0.01%
28
757
$4.4K ﹤0.01%
+120
758
$4.39K ﹤0.01%
470
+7
759
$4.35K ﹤0.01%
25
+23
760
$4.33K ﹤0.01%
300
-300
761
$4.33K ﹤0.01%
+163
762
$4.32K ﹤0.01%
39
+35
763
$4.29K ﹤0.01%
+27
764
$4.25K ﹤0.01%
30
+27
765
$4.24K ﹤0.01%
+87
766
$4.22K ﹤0.01%
236
+220
767
$4.19K ﹤0.01%
103
+11
768
$4.17K ﹤0.01%
29
+17
769
$4.17K ﹤0.01%
182
770
$4.1K ﹤0.01%
29
+25
771
$4.09K ﹤0.01%
+24
772
$4.07K ﹤0.01%
+70
773
$4.05K ﹤0.01%
+1,071
774
$4.05K ﹤0.01%
75
775
$4.04K ﹤0.01%
269
29 30
31
32 33