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
RCReady Capital Corp Recent Activity Exited	0%	$7,630 1,000 shares@ $7.63 avg price	Exited
CHWYChewy Inc Recent Activity Exited	0%	$4,599 157 shares@ $29.3 avg price	Exited
LCTUBlackrock Etf Trust Recent Activity Exited	0%	$4,346 69 shares@ $62.99 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$3,601 50 shares@ $72.02 avg price	Exited
DPSTDirexion Shs Etf Tr Recent Activity Exited	0%	$3,504 35 shares@ $100.12 avg price	Exited
SUSCIshares Tr Recent Activity Exited	0%	$3,499 147 shares@ $23.81 avg price	Exited
DSIIshares Tr Recent Activity Exited	0%	$3,165 29 shares@ $109.14 avg price	Exited
EAGGIshares Tr Recent Activity Exited	0%	$3,130 64 shares@ $48.91 avg price	Exited
USXFIshares Tr Recent Activity Exited	0%	$2,854 58 shares@ $49.21 avg price	Exited
MTCHMatch Group Inc New Recent Activity Exited	0%	$2,270 60 shares@ $37.84 avg price	Exited