RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$3.32M
3 +$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$754K 0.41%
+18,435
77
$749K 0.41%
9,659
-1,276
78
$747K 0.41%
+4,580
79
$717K 0.39%
12,709
+2,361
80
$712K 0.39%
+11,704
81
$692K 0.38%
+5,622
82
$671K 0.36%
16,289
+16,213
83
$664K 0.36%
+9,803
84
$650K 0.35%
13,503
-52
85
$637K 0.35%
9,060
+1,153
86
$635K 0.34%
3,937
-86
87
$633K 0.34%
3,783
+3,690
88
$613K 0.33%
13,099
+1,888
89
$611K 0.33%
3,495
+3,436
90
$603K 0.33%
16,635
+3,061
91
$589K 0.32%
+17,140
92
$586K 0.32%
4,706
-30
93
$581K 0.32%
16,532
+2,801
94
$559K 0.3%
8,914
+8,805
95
$555K 0.3%
19,417
+3,507
96
$550K 0.3%
10,496
-305
97
$542K 0.29%
+16,148
98
$535K 0.29%
701
+151
99
$533K 0.29%
+7,688
100
$532K 0.29%
2,389
+2,346