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
176
$186K 0.1%
4,082
+13
177
$183K 0.1%
2,462
-131
178
$183K 0.1%
1,237
+38
179
$179K 0.09%
4,767
+27
180
$179K 0.09%
3,778
-1,643
181
$178K 0.09%
+9,542
182
$178K 0.09%
1,549
-4
183
$177K 0.09%
378
+19
184
$177K 0.09%
4,334
+4,217
185
$174K 0.09%
706
-12
186
$172K 0.09%
1,907
+1,822
187
$172K 0.09%
4,080
-640
188
$167K 0.09%
3,358
-85
189
$166K 0.09%
2,289
-91
190
$157K 0.08%
1,869
-70
191
$156K 0.08%
3,156
+3,154
192
$156K 0.08%
12,095
193
$154K 0.08%
5,478
+824
194
$152K 0.08%
1,408
+265
195
$146K 0.08%
3,502
+17
196
$145K 0.08%
3,819
+247
197
$143K 0.07%
425
-9
198
$141K 0.07%
781
-57
199
$140K 0.07%
4,500
200
$140K 0.07%
1,272
-4,775
6 7
8
9 10