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
126
$347K 0.18%
3,673
+273
127
$344K 0.18%
15,563
-157
128
$335K 0.17%
8,374
-252
129
$333K 0.17%
5,287
+168
130
$332K 0.17%
2,117
+1
131
$327K 0.17%
3,491
-2,887
132
$325K 0.17%
3,380
+49
133
$321K 0.17%
6,162
+53
134
$321K 0.17%
3,637
-13
135
$314K 0.16%
7,498
+15
136
$310K 0.16%
9,440
+306
137
$301K 0.16%
4,890
+327
138
$298K 0.15%
3,210
+2,524
139
$297K 0.15%
7,614
-612
140
$280K 0.15%
527
+18
141
$277K 0.14%
+4,322
142
$272K 0.14%
634
-27
143
$272K 0.14%
3,337
+132
144
$268K 0.14%
868
-2
145
$264K 0.14%
2,580
+107
146
$261K 0.14%
10,398
+369
147
$258K 0.13%
7,749
+144
148
$256K 0.13%
11,268
-21,733
149
$253K 0.13%
1,415
-92
150
$250K 0.13%
667
+25
4 5
6
7 8