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
951
$905 ﹤0.01%
+11
952
$880 ﹤0.01%
+4
953
$872 ﹤0.01%
+20
954
$853 ﹤0.01%
+25
955
$840 ﹤0.01%
39
+1
956
$838 ﹤0.01%
13
957
$833 ﹤0.01%
+10
958
$829 ﹤0.01%
37
+1
959
$822 ﹤0.01%
3
-32
960
$801 ﹤0.01%
5
961
$800 ﹤0.01%
+22
962
$799 ﹤0.01%
15
963
$784 ﹤0.01%
18
+5
964
$782 ﹤0.01%
+20
965
$775 ﹤0.01%
+6
966
$766 ﹤0.01%
+20
967
$765 ﹤0.01%
+30
968
$753 ﹤0.01%
122
969
$749 ﹤0.01%
+2
970
$737 ﹤0.01%
23
971
$700 ﹤0.01%
+5
972
$695 ﹤0.01%
7
-534
973
$681 ﹤0.01%
+35
974
$670 ﹤0.01%
+10
975
$668 ﹤0.01%
8
-121
37 38
39
40 41