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
826
$3.02K ﹤0.01%
+11
827
$3K ﹤0.01%
+45
828
$2.97K ﹤0.01%
+10
829
$2.95K ﹤0.01%
+25
830
$2.94K ﹤0.01%
+53
831
$2.92K ﹤0.01%
+90
832
$2.91K ﹤0.01%
+70
833
$2.9K ﹤0.01%
+270
834
$2.86K ﹤0.01%
40
+1
835
$2.84K ﹤0.01%
99
-119
836
$2.77K ﹤0.01%
+104
837
$2.76K ﹤0.01%
12
+6
838
$2.72K ﹤0.01%
+134
839
$2.7K ﹤0.01%
+14
840
$2.7K ﹤0.01%
23
+15
841
$2.57K ﹤0.01%
+23
842
$2.53K ﹤0.01%
+291
843
$2.5K ﹤0.01%
136
844
$2.47K ﹤0.01%
+20
845
$2.47K ﹤0.01%
+1,453
846
$2.46K ﹤0.01%
+4,519
847
$2.43K ﹤0.01%
+30
848
$2.37K ﹤0.01%
15
849
$2.35K ﹤0.01%
64
850
$2.29K ﹤0.01%
46
-65
32 33
34
35 36