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
FRTFederal Rlty Invt Tr New Recent Activity Exited	0%	$575 5 shares@ $115.0 avg price	Exited
SMCISuper Micro Computer Inc Recent Activity Exited	0%	$416 1 shares@ $416.0 avg price	Exited
JEFJefferies Finl Group Inc Recent Activity Exited	0%	$308 5 shares@ $61.6 avg price	Exited
IACIac Inc Recent Activity Exited	0%	$269 5 shares@ $53.8 avg price	Exited
SWSmurfit Westrock Plc Recent Activity Exited	0%	$247 5 shares@ $49.4 avg price	Exited
QSQuantumscape Corp Recent Activity Exited	0%	$201 35 shares@ $5.75 avg price	Exited
TFFPTff Pharmaceuticals Inc Recent Activity Exited	0%	$183 91 shares@ $2.02 avg price	Exited
COTYCoty Inc Recent Activity Exited	0%	$94 10 shares@ $9.4 avg price	Exited
AMTMAmentum Holdings Inc Recent Activity Exited	0%	$36 1 shares@ $36.0 avg price	Exited
DFAEDimensional Etf Trust Recent Activity Exited	0%	$33 1 shares@ $33.0 avg price	Exited