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
$192M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$983K
3
+$923K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$877K
5
CCI icon
Crown Castle
CCI
+$829K

Top Sells

1
+$994K
2
+$886K
3
+$841K
4
MRK icon
Merck
MRK
+$743K
5
BMY icon
Bristol-Myers Squibb
BMY
+$664K

Sector Composition

1 Financials 10.54%
2 Healthcare 10.29%
3 Consumer Staples 9.47%
4 Energy 7.21%
5 Utilities 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$523K 0.27%
9,360
-10
102
$508K 0.26%
4,607
-35
103
$498K 0.26%
13,478
-12,690
104
$477K 0.25%
5,043
-1,922
105
$473K 0.25%
26,165
+308
106
$462K 0.24%
+9,180
107
$460K 0.24%
+3,151
108
$459K 0.24%
6,363
-521
109
$451K 0.23%
1,819
+29
110
$427K 0.22%
10,182
-1,136
111
$426K 0.22%
5,066
-316
112
$423K 0.22%
870
+8
113
$412K 0.21%
20,129
-3,297
114
$405K 0.21%
13,757
+80
115
$401K 0.21%
49,191
+334
116
$395K 0.21%
5,158
+74
117
$392K 0.2%
+33,695
118
$388K 0.2%
8,181
+117
119
$383K 0.2%
5,195
+5,182
120
$377K 0.2%
11,834
+85
121
$376K 0.2%
8,194
+439
122
$374K 0.19%
8,507
+1,740
123
$365K 0.19%
5,950
+151
124
$363K 0.19%
4,824
+124
125
$348K 0.18%
6,903
+256
3 4
5
6 7