RCM
Raleigh Capital Management Portfolio holdings
AUM
$238M
1-Year Return
19.5%
This Quarter Return
+2.02%
1 Year Return
+19.5%
3 Year Return
+46.18%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
-$1.7M
(-0.84%)
Cap. Flow
-$3.08M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
20.14%
Holding
947
New
103
Increased
326
Reduced
239
Closed
107
Top Buys
Top Sells
| 1 |
British American Tobacco
BTI
|
$1.46M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$1.01M |
| 3 |
Clorox
CLX
|
$975K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$953K |
| 5 |
Digital Realty Trust
DLR
|
$911K |
Sector Composition
| 1 | Healthcare | 9.19% |
| 2 | Financials | 8.26% |
| 3 | Consumer Staples | 8.07% |
| 4 | Energy | 7.38% |
| 5 | Utilities | 7.2% |
