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
101
$532K 0.25%
1,493
+317
102
$529K 0.25%
11,487
-2,695
103
$525K 0.24%
4,980
+2,580
104
$524K 0.24%
9,561
-276
105
$512K 0.24%
972
+112
106
$509K 0.24%
17,528
+303
107
$502K 0.23%
6,564
+53
108
$500K 0.23%
14,845
-7,514
109
$493K 0.23%
1,897
+51
110
$485K 0.23%
1,371
+469
111
$481K 0.22%
2,969
+175
112
$481K 0.22%
9,565
-708
113
$480K 0.22%
13,852
-563
114
$473K 0.22%
1,347
+135
115
$467K 0.22%
1,793
+265
116
$448K 0.21%
12,987
-707
117
$444K 0.21%
+12,701
118
$443K 0.21%
25,110
-1,280
119
$437K 0.2%
14,273
-1,013
120
$433K 0.2%
4,318
-12,972
121
$430K 0.2%
35,258
-961
122
$430K 0.2%
11,777
+79
123
$428K 0.2%
1,915
+1,900
124
$423K 0.2%
7,236
-737
125
$411K 0.19%
887
+28
3 4
5
6 7