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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
FIWFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$43,404
397 shares@ $109.33 avg price
PPCPilgrims Pride Corp
Recent Activity
Exited
0%
$33,939
737 shares@ $46.06 avg price
XARSpdr Ser Tr
Recent Activity
Exited
0%
$33,864
215 shares@ $157.51 avg price
SMARSmartsheet Inc
Recent Activity
Exited
0%
$31,278
565 shares@ $55.36 avg price
APPApplovin Corp
Recent Activity
Exited
0%
$29,243
224 shares@ $130.55 avg price
BFAMBright Horizons Fam Sol In D
Recent Activity
Exited
0%
$28,727
205 shares@ $140.14 avg price
CRNXCrinetics Pharmaceuticals In
Recent Activity
Exited
0%
$20,440
400 shares@ $51.1 avg price
FCGFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$16,364
689 shares@ $23.76 avg price
NSSCNapco Sec Technologies Inc
Recent Activity
Exited
0%
$16,184
400 shares@ $40.46 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$15,143
119 shares@ $127.26 avg price