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
DMXFIshares Tr Recent Activity Exited	0%	$1,873 26 shares@ $72.04 avg price	Exited
EUSBIshares Tr Recent Activity Exited	0%	$1,872 42 shares@ $44.58 avg price	Exited
CTLTCatalent Inc Recent Activity Exited	0%	$1,817 30 shares@ $60.57 avg price	Exited
ESGUIshares Tr Recent Activity Exited	0%	$1,619 13 shares@ $124.54 avg price	Exited
CPBCampbell Soup Co Recent Activity Exited	0%	$1,468 30 shares@ $48.94 avg price	Exited
ESGEIshares Inc Recent Activity Exited	0%	$1,202 33 shares@ $36.43 avg price	Exited
AKAMAkamai Technologies Inc Recent Activity Exited	0%	$1,010 10 shares@ $101.0 avg price	Exited
LCTDBlackrock Etf Trust Recent Activity Exited	0%	$924 19 shares@ $48.64 avg price	Exited
SUSBIshares Tr Recent Activity Exited	0%	$730 29 shares@ $25.18 avg price	Exited
LXLexinfintech Hldgs Ltd Recent Activity Exited	0%	$590 217 shares@ $2.72 avg price	Exited