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
1051
$207 ﹤0.01%
+1
1052
$197 ﹤0.01%
5
1053
$195 ﹤0.01%
+1
1054
$193 ﹤0.01%
+1
1055
$178 ﹤0.01%
+5
1056
$174 ﹤0.01%
+1
1057
$167 ﹤0.01%
+5
1058
$163 ﹤0.01%
1
-60
1059
$160 ﹤0.01%
4
1060
$154 ﹤0.01%
+1
1061
$152 ﹤0.01%
+5
1062
$152 ﹤0.01%
+1
1063
$147 ﹤0.01%
+5
1064
$147 ﹤0.01%
3
1065
$139 ﹤0.01%
+1
1066
$138 ﹤0.01%
+5
1067
$138 ﹤0.01%
1
-33
1068
$132 ﹤0.01%
+1
1069
$124 ﹤0.01%
+10
1070
$91 ﹤0.01%
+3
1071
$83 ﹤0.01%
+1
1072
$82 ﹤0.01%
1
1073
$79 ﹤0.01%
1
1074
$71 ﹤0.01%
4
1075
$57 ﹤0.01%
1
41 42
43
44 45