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
1026
$325 ﹤0.01%
+15
1027
$323 ﹤0.01%
+1
1028
$321 ﹤0.01%
+10
1029
$316 ﹤0.01%
+5
1030
$300 ﹤0.01%
+5
1031
$299 ﹤0.01%
+2
1032
$273 ﹤0.01%
+5
1033
$266 ﹤0.01%
+5
1034
$265 ﹤0.01%
+5
1035
$264 ﹤0.01%
1
-48
1036
$250 ﹤0.01%
2
1037
$249 ﹤0.01%
9
1038
$244 ﹤0.01%
+10
1039
$243 ﹤0.01%
+35
1040
$238 ﹤0.01%
+1
1041
$235 ﹤0.01%
3
1042
$226 ﹤0.01%
+5
1043
$225 ﹤0.01%
50
1044
$222 ﹤0.01%
35
1045
$222 ﹤0.01%
+1
1046
$218 ﹤0.01%
3
1047
$218 ﹤0.01%
5
-153
1048
$216 ﹤0.01%
+5
1049
$214 ﹤0.01%
14
1050
$211 ﹤0.01%
5
40 41
42
43 44