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
1001
$402 ﹤0.01%
+5
1002
$401 ﹤0.01%
+20
1003
$399 ﹤0.01%
+2
1004
$398 ﹤0.01%
+5
1005
$388 ﹤0.01%
250
1006
$388 ﹤0.01%
26
1007
$387 ﹤0.01%
23
1008
$387 ﹤0.01%
210
+10
1009
$384 ﹤0.01%
7
1010
$383 ﹤0.01%
2
1011
$381 ﹤0.01%
+5
1012
$379 ﹤0.01%
+5
1013
$376 ﹤0.01%
42
+1
1014
$375 ﹤0.01%
3
1015
$363 ﹤0.01%
10
1016
$360 ﹤0.01%
24
1017
$360 ﹤0.01%
5
-85
1018
$356 ﹤0.01%
+5
1019
$354 ﹤0.01%
+1
1020
$350 ﹤0.01%
52
1021
$347 ﹤0.01%
13
1022
$346 ﹤0.01%
+5
1023
$343 ﹤0.01%
5
-18
1024
$336 ﹤0.01%
+5
1025
$327 ﹤0.01%
15
39 40
41
42 43