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
151
$310K 0.14%
4,782
-377
152
$309K 0.14%
6,287
+432
153
$309K 0.14%
1,282
+65
154
$295K 0.14%
506
+358
155
$293K 0.14%
4,169
+153
156
$292K 0.14%
3,256
-158
157
$292K 0.14%
6,134
+1,185
158
$286K 0.13%
3,662
+3,582
159
$280K 0.13%
+1,097
160
$275K 0.13%
5,273
-258
161
$274K 0.13%
3,914
+83
162
$268K 0.12%
1,157
+50
163
$267K 0.12%
4,634
-133
164
$265K 0.12%
1,800
+1,386
165
$261K 0.12%
1,161
-3
166
$256K 0.12%
3,499
+105
167
$253K 0.12%
3,896
+628
168
$250K 0.12%
5,464
+107
169
$250K 0.12%
+354
170
$249K 0.12%
4,064
+777
171
$244K 0.11%
2,598
+32
172
$240K 0.11%
4,713
-156
173
$240K 0.11%
869
+39
174
$237K 0.11%
+2,205
175
$236K 0.11%
1,108
-756
5 6
7
8 9