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
901
$1.44K ﹤0.01%
21
+10
902
$1.44K ﹤0.01%
+7
903
$1.44K ﹤0.01%
36
904
$1.41K ﹤0.01%
+11
905
$1.41K ﹤0.01%
60
906
$1.39K ﹤0.01%
169
907
$1.38K ﹤0.01%
95
908
$1.37K ﹤0.01%
1,271
909
$1.31K ﹤0.01%
18
+5
910
$1.29K ﹤0.01%
25
-10
911
$1.28K ﹤0.01%
12
+10
912
$1.27K ﹤0.01%
+10
913
$1.27K ﹤0.01%
+10
914
$1.25K ﹤0.01%
+7
915
$1.2K ﹤0.01%
16
916
$1.2K ﹤0.01%
10
917
$1.2K ﹤0.01%
+10
918
$1.2K ﹤0.01%
3
-33
919
$1.19K ﹤0.01%
7
+2
920
$1.19K ﹤0.01%
8
921
$1.18K ﹤0.01%
21
922
$1.18K ﹤0.01%
26
923
$1.16K ﹤0.01%
+30
924
$1.16K ﹤0.01%
+15
925
$1.15K ﹤0.01%
+30
35 36
37
38 39