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
801
$3.54K ﹤0.01%
21
802
$3.48K ﹤0.01%
+35
803
$3.47K ﹤0.01%
150
+16
804
$3.45K ﹤0.01%
+60
805
$3.43K ﹤0.01%
55
806
$3.33K ﹤0.01%
231
807
$3.32K ﹤0.01%
112
+25
808
$3.29K ﹤0.01%
32
809
$3.26K ﹤0.01%
14
-498
810
$3.24K ﹤0.01%
+41
811
$3.22K ﹤0.01%
+13
812
$3.21K ﹤0.01%
13
-18
813
$3.18K ﹤0.01%
55
-34
814
$3.18K ﹤0.01%
+138
815
$3.18K ﹤0.01%
55
816
$3.17K ﹤0.01%
50
817
$3.17K ﹤0.01%
+13
818
$3.15K ﹤0.01%
220
819
$3.14K ﹤0.01%
88
+6
820
$3.14K ﹤0.01%
+13
821
$3.13K ﹤0.01%
+35
822
$3.1K ﹤0.01%
200
823
$3.08K ﹤0.01%
+50
824
$3.07K ﹤0.01%
+55
825
$3.04K ﹤0.01%
+47
31 32
33
34 35