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
201
$139K 0.07%
2,608
+28
202
$135K 0.07%
2,913
-714
203
$134K 0.07%
4,338
204
$132K 0.07%
882
+128
205
$130K 0.07%
1,856
-349
206
$125K 0.06%
2,668
-50
207
$120K 0.06%
2,988
-1,805
208
$117K 0.06%
2,300
209
$111K 0.06%
762
-354
210
$106K 0.06%
2,893
-13
211
$105K 0.05%
2,630
+31
212
$104K 0.05%
619
-316
213
$102K 0.05%
1,720
-1
214
$98.6K 0.05%
+7,096
215
$91.8K 0.05%
+4,173
216
$88.9K 0.05%
722
-6
217
$86.5K 0.05%
3,142
-9
218
$86.4K 0.04%
676
-22
219
$86.3K 0.04%
1,702
-2
220
$81.4K 0.04%
675
221
$79.8K 0.04%
377
-59
222
$78.6K 0.04%
3,245
+1,471
223
$76.1K 0.04%
876
+617
224
$75.1K 0.04%
+3,290
225
$73.5K 0.04%
143
7 8
9
10 11