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
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.32M
3
+$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.51M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.11%
+1,512
177
$208K 0.11%
6,149
-331
178
$207K 0.11%
406
+369
179
$196K 0.11%
2,308
+185
180
$194K 0.11%
3,787
-1,226
181
$188K 0.1%
3,518
+3,384
182
$185K 0.1%
3,950
+3,888
183
$185K 0.1%
+871
184
$178K 0.1%
+1,319
185
$173K 0.09%
1,263
+1,063
186
$173K 0.09%
+611
187
$171K 0.09%
2,291
+255
188
$171K 0.09%
477
+9
189
$170K 0.09%
+912
190
$170K 0.09%
+3,459
191
$169K 0.09%
4,451
+502
192
$169K 0.09%
+409
193
$166K 0.09%
364
+36
194
$164K 0.09%
+576
195
$162K 0.09%
2,924
-859
196
$162K 0.09%
2,917
+2,517
197
$162K 0.09%
717
-2
198
$161K 0.09%
+8,016
199
$159K 0.09%
5,732
-3,069
200
$159K 0.09%
1,217
+169
6 7
8
9 10