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
201
$166K 0.08%
12,295
+100
202
$164K 0.08%
2,152
-124
203
$164K 0.08%
3,255
-388
204
$150K 0.07%
927
+21
205
$150K 0.07%
2,300
206
$149K 0.07%
3,591
-645
207
$148K 0.07%
1,640
-182
208
$144K 0.07%
1,025
+60
209
$138K 0.06%
6,632
+360
210
$133K 0.06%
766
-8
211
$129K 0.06%
4,338
212
$127K 0.06%
+3,522
213
$124K 0.06%
456
+23
214
$120K 0.06%
2,470
+800
215
$120K 0.06%
6,344
-1,188
216
$120K 0.06%
2,483
-450
217
$118K 0.05%
675
218
$113K 0.05%
2,783
+98
219
$113K 0.05%
+2,880
220
$113K 0.05%
3,139
-54
221
$110K 0.05%
+2,998
222
$105K 0.05%
951
223
$103K 0.05%
200
+44
224
$100K 0.05%
4,281
+30
225
$96.3K 0.04%
870
+251
7 8
9
10 11