BRIAN RALEIGH

@Raleigh Capital Management Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$259.471M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOODGladstone Commercial Corp Recent Activity Exited	0%	$15,022 925 shares@ $16.24 avg price	Exited
USIGIshares Tr Recent Activity Exited	0%	$14,966 285 shares@ $52.52 avg price	Exited
RVMDRevolution Medicines Inc Recent Activity Exited	0%	$13,605 300 shares@ $45.35 avg price	Exited
LENZLenz Therapeutics Inc Recent Activity Exited	0%	$11,870 500 shares@ $23.74 avg price	Exited
NFJVirtus Dividend Interest & P Recent Activity Exited	0%	$10,432 800 shares@ $13.04 avg price	Exited
MFICMidcap Financial Invstmnt Co Recent Activity Exited	0%	$10,043 750 shares@ $13.4 avg price	Exited
FXUFirst Tr Exchange Traded Fd Recent Activity Exited	0%	$9,428 245 shares@ $38.49 avg price	Exited
QCLNFirst Tr Exchange-traded Fd Recent Activity Exited	0%	$9,085 253 shares@ $35.91 avg price	Exited
OCSLOaktree Specialty Lending Co Recent Activity Exited	0%	$8,400 515 shares@ $16.32 avg price	Exited
ENVEnvestnet Inc Recent Activity Exited	0%	$7,702 123 shares@ $62.62 avg price	Exited