RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$3.32M
3 +$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$521K 0.28%
5,817
+5,720
102
$506K 0.27%
+8,722
103
$497K 0.27%
10,009
+9,902
104
$493K 0.27%
+4,980
105
$486K 0.26%
4,645
-4,489
106
$482K 0.26%
4,344
+1,103
107
$473K 0.26%
+6,076
108
$469K 0.25%
9,968
-2,767
109
$462K 0.25%
7,449
+7,317
110
$460K 0.25%
1,861
+1,833
111
$437K 0.24%
+9,475
112
$434K 0.24%
22,943
+2,778
113
$429K 0.23%
18,296
+72
114
$409K 0.22%
2,940
+200
115
$404K 0.22%
8,827
+1,046
116
$404K 0.22%
2,564
-1,489
117
$395K 0.21%
17,629
+17,367
118
$393K 0.21%
7,947
+7,776
119
$379K 0.21%
2,055
+2,029
120
$378K 0.2%
7,620
-6,514
121
$378K 0.2%
4,771
+594
122
$377K 0.2%
5,421
-2,709
123
$375K 0.2%
2,699
+2,679
124
$374K 0.2%
1,553
+1,527
125
$368K 0.2%
1,029