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
76
$871K 0.4%
18,182
-1,212
77
$868K 0.4%
16,512
-3,741
78
$851K 0.4%
16,850
-6,258
79
$850K 0.39%
12,849
-317
80
$835K 0.39%
29,140
-933
81
$808K 0.38%
16,662
-12,174
82
$800K 0.37%
18,242
+232
83
$787K 0.37%
13,714
-456
84
$776K 0.36%
24,440
+2,362
85
$755K 0.35%
7,284
-260
86
$747K 0.35%
921
-25
87
$717K 0.33%
4,797
-309
88
$710K 0.33%
7,332
-8,652
89
$703K 0.33%
14,190
+3,890
90
$692K 0.32%
16,508
+394
91
$692K 0.32%
1,501
-8
92
$688K 0.32%
13,225
-70
93
$639K 0.3%
6,741
-4,272
94
$634K 0.29%
3,732
+49
95
$632K 0.29%
12,488
-261
96
$624K 0.29%
11,160
-114
97
$617K 0.29%
5,179
-146
98
$565K 0.26%
3,908
-108
99
$541K 0.25%
7,467
-83
100
$539K 0.25%
4,048
-134
2 3
4
5 6