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BRIAN RALEIGH

@Raleigh Capital Management Inc.

Latest period2024 - Q4ReportedManaged Assets$259.471MTotal holdings1021
Assets growth rate0.05%Assets growth rate (2-Q avg)5.24%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Raleigh Capital Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1021 positions.

Assets under management

The assets under management (AUM) of Raleigh Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 259.471M in assets, with a quarterly growth rate of 0.05% and a 2-quarter average growth rate of 5.24%. The portfolio is managed by BRIAN RALEIGH, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GTLBGitlab Inc
Recent Activity
New Position
0.03%
$65,535
1,163 shares@ $56.35 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.03%
$65,055
901 shares@ $72.21 avg price
AMXAmerica Movil Sab De Cv
Recent Activity
New Position
0.03%
$57,240
4,000 shares@ $14.31 avg price
LQDIshares Tr
Recent Activity
New Position
0.03%
$53,612
502 shares@ $106.8 avg price
RPMRpm Intl Inc
Recent Activity
New Position
0.02%
$41,594
338 shares@ $123.06 avg price
PRCTProcept Biorobotics Corp
Recent Activity
New Position
0.02%
$32,208
400 shares@ $80.52 avg price
STEPStepstone Group Inc
Recent Activity
New Position
0.02%
$28,940
500 shares@ $57.88 avg price
RYTMRhythm Pharmaceuticals Inc
Recent Activity
New Position
0.02%
$27,990
500 shares@ $55.98 avg price
FLUTFlutter Entmt Plc
Recent Activity
New Position
0.02%
$25,950
100 shares@ $259.5 avg price
INTAIntapp Inc
Recent Activity
New Position
0.01%
$25,123
392 shares@ $64.09 avg price