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
176
$235K 0.11%
4,240
+968
177
$233K 0.11%
3,837
+444
178
$230K 0.11%
2,952
-1,733
179
$226K 0.11%
956
+40
180
$222K 0.1%
11,228
+539
181
$221K 0.1%
1,492
+77
182
$219K 0.1%
4,261
-123
183
$208K 0.1%
8,420
+436
184
$204K 0.09%
1,406
-1,279
185
$203K 0.09%
3,966
+2,580
186
$201K 0.09%
3,479
+318
187
$200K 0.09%
487
+482
188
$199K 0.09%
+8,096
189
$190K 0.09%
1,921
+62
190
$182K 0.08%
3,513
191
$181K 0.08%
+699
192
$181K 0.08%
+1,984
193
$180K 0.08%
3,883
-148
194
$179K 0.08%
4,448
+286
195
$177K 0.08%
675
+56
196
$176K 0.08%
+6,176
197
$173K 0.08%
1,081
+826
198
$168K 0.08%
2,252
-205
199
$167K 0.08%
4,500
200
$167K 0.08%
5,033
-99
6 7
8
9 10