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
876
$1.81K ﹤0.01%
+40
877
$1.79K ﹤0.01%
+50
878
$1.79K ﹤0.01%
25
879
$1.78K ﹤0.01%
+13
880
$1.77K ﹤0.01%
57
-299
881
$1.77K ﹤0.01%
37
882
$1.75K ﹤0.01%
55
-184
883
$1.75K ﹤0.01%
+65
884
$1.75K ﹤0.01%
66
885
$1.74K ﹤0.01%
+25
886
$1.72K ﹤0.01%
+13
887
$1.71K ﹤0.01%
+10
888
$1.68K ﹤0.01%
576
889
$1.68K ﹤0.01%
+25
890
$1.66K ﹤0.01%
165
891
$1.66K ﹤0.01%
+2
892
$1.63K ﹤0.01%
15
-84
893
$1.62K ﹤0.01%
4
-3
894
$1.56K ﹤0.01%
+20
895
$1.56K ﹤0.01%
50
896
$1.55K ﹤0.01%
+55
897
$1.52K ﹤0.01%
+5
898
$1.48K ﹤0.01%
+15
899
$1.48K ﹤0.01%
65
+30
900
$1.47K ﹤0.01%
+15
34 35
36
37 38