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
976
$658 ﹤0.01%
+10
977
$652 ﹤0.01%
3
+1
978
$628 ﹤0.01%
+10
979
$606 ﹤0.01%
+3
980
$594 ﹤0.01%
14
981
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+2
982
$584 ﹤0.01%
54
+45
983
$577 ﹤0.01%
4
-366
984
$572 ﹤0.01%
+5
985
$558 ﹤0.01%
+5
986
$506 ﹤0.01%
20
987
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$479 ﹤0.01%
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989
$475 ﹤0.01%
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991
$458 ﹤0.01%
+5
992
$450 ﹤0.01%
+10
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$436 ﹤0.01%
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$435 ﹤0.01%
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+5
996
$421 ﹤0.01%
10
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$417 ﹤0.01%
4
998
$414 ﹤0.01%
1
999
$414 ﹤0.01%
+5
1000
$414 ﹤0.01%
6
38 39
40
41 42