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
SCHBSchwab Strategic Tr Recent Activity New Position	0.01%	$13,575 598 shares@ $22.71 avg price	New Position
OSCROscar Health Inc Recent Activity New Position	0.01%	$13,440 1,000 shares@ $13.44 avg price	New Position
FABFirst Tr Multi Cp Val Alpha Recent Activity New Position	0.01%	$11,642 141 shares@ $82.57 avg price	New Position
MFAMfa Finl Inc Recent Activity New Position	0.01%	$11,209 1,100 shares@ $10.19 avg price	New Position
OCGNOcugen Inc Recent Activity New Position	0.01%	$8,493 10,550 shares@ $0.81 avg price	New Position
IWOIshares Tr Recent Activity New Position	0.01%	$7,840 27 shares@ $290.38 avg price	New Position
IWNIshares Tr Recent Activity New Position	0.01%	$7,222 44 shares@ $164.14 avg price	New Position
ASOAcademy Sports & Outdoors In Recent Activity New Position	0.01%	$5,469 95 shares@ $57.57 avg price	New Position
HYDBIshares Tr Recent Activity New Position	0.01%	$5,418 115 shares@ $47.12 avg price	New Position
NIONio Inc Recent Activity New Position	0.01%	$4,796 1,100 shares@ $4.36 avg price	New Position