RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$3.27M
2
+$1.22M
3
+$1.06M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$945K
5
KVUE icon
Kenvue
KVUE
+$864K

Top Sells

1
+$3.51M
2
+$1.3M
3
+$868K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$775K
5
UL icon
Unilever
UL
+$584K

Sector Composition

1 Financials 9.37%
2 Technology 8.08%
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
851
$2.29K ﹤0.01%
+30
852
$2.28K ﹤0.01%
61
+1
853
$2.26K ﹤0.01%
+8
854
$2.24K ﹤0.01%
+14
855
$2.24K ﹤0.01%
+15
856
$2.2K ﹤0.01%
+12
857
$2.19K ﹤0.01%
38
858
$2.19K ﹤0.01%
+60
859
$2.18K ﹤0.01%
54
860
$2.15K ﹤0.01%
+50
861
$2.1K ﹤0.01%
46
862
$2.07K ﹤0.01%
16
863
$2.06K ﹤0.01%
10
-41
864
$2.05K ﹤0.01%
+141
865
$2.01K ﹤0.01%
+16
866
$2K ﹤0.01%
+23
867
$1.98K ﹤0.01%
8
-84
868
$1.96K ﹤0.01%
+35
869
$1.92K ﹤0.01%
+90
870
$1.91K ﹤0.01%
+40
871
$1.88K ﹤0.01%
8
+2
872
$1.88K ﹤0.01%
225
873
$1.87K ﹤0.01%
+10
874
$1.85K ﹤0.01%
14
875
$1.84K ﹤0.01%
+75
33 34
35
36 37