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
776
$4.04K ﹤0.01%
23
777
$4.01K ﹤0.01%
+871
778
$3.97K ﹤0.01%
+36
779
$3.96K ﹤0.01%
26
-142
780
$3.95K ﹤0.01%
21
+10
781
$3.95K ﹤0.01%
+27
782
$3.95K ﹤0.01%
24
+17
783
$3.93K ﹤0.01%
+45
784
$3.89K ﹤0.01%
22
+2
785
$3.88K ﹤0.01%
+28
786
$3.87K ﹤0.01%
+50
787
$3.85K ﹤0.01%
8
788
$3.82K ﹤0.01%
375
789
$3.79K ﹤0.01%
+18
790
$3.79K ﹤0.01%
40
791
$3.76K ﹤0.01%
+81
792
$3.75K ﹤0.01%
+194
793
$3.74K ﹤0.01%
95
794
$3.72K ﹤0.01%
40
+30
795
$3.71K ﹤0.01%
157
796
$3.71K ﹤0.01%
50
797
$3.69K ﹤0.01%
+72
798
$3.64K ﹤0.01%
72
799
$3.59K ﹤0.01%
109
-90
800
$3.56K ﹤0.01%
+73
30 31
32
33 34