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
1
$6.63M 3.45%
17,252
-524
2
$4.42M 2.3%
172,784
-8,813
3
$3.99M 2.08%
46,497
-3,924
4
$3.77M 1.96%
37,290
+2,526
5
$3.57M 1.86%
90,612
+9,932
6
$3.3M 1.72%
38,990
-6,234
7
$3.22M 1.67%
80,463
+6,681
8
$3.09M 1.61%
49,735
+3,520
9
$3.08M 1.6%
122,641
+34,900
10
$2.99M 1.56%
18,503
+821
11
$2.9M 1.51%
28,184
+5,714
12
$2.84M 1.48%
39,824
+3,766
13
$2.75M 1.43%
30,119
-468
14
$2.65M 1.38%
20,468
+6,395
15
$2.65M 1.38%
143,996
+10,648
16
$2.59M 1.35%
50,540
+8,539
17
$2.59M 1.35%
66,150
+5,929
18
$2.58M 1.34%
19,256
+4,074
19
$2.42M 1.26%
21,821
-6,698
20
$2.42M 1.26%
62,214
+7,311
21
$2.41M 1.26%
81,333
+4,229
22
$2.37M 1.23%
54,017
+10,279
23
$2.28M 1.19%
13,464
-1,690
24
$2.27M 1.18%
69,048
+6,476
25
$2.26M 1.17%
47,414
+1,563
1
2 3 4 5