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
126
$406K 0.19%
3,931
-2
127
$405K 0.19%
892
-14
128
$399K 0.19%
1,605
+551
129
$382K 0.18%
2,423
+1,071
130
$378K 0.18%
3,434
-341
131
$371K 0.17%
622
+63
132
$370K 0.17%
7,488
-298
133
$369K 0.17%
3,467
-189
134
$358K 0.17%
4,765
-50
135
$353K 0.16%
4,584
-86
136
$353K 0.16%
2,657
+108
137
$353K 0.16%
690
+608
138
$352K 0.16%
1,877
+121
139
$351K 0.16%
40,950
+327
140
$350K 0.16%
5,716
-181
141
$344K 0.16%
1,525
+106
142
$338K 0.16%
4,366
-654
143
$337K 0.16%
1,282
+139
144
$332K 0.15%
7,439
-1,191
145
$330K 0.15%
8,179
-187
146
$326K 0.15%
6,599
-273
147
$321K 0.15%
3,297
-53
148
$315K 0.15%
1,361
-132
149
$314K 0.15%
1,444
+24
150
$314K 0.15%
7,640
-92
4 5
6
7 8