06/30/2022
Top Buys (13F)
- Name% Change
- VZ Verizon Communicati... 0.77%
- TTE TotalEnergies SE 0.58%
- GILD Gilead Sciences Inc. 0.54%
- SPAB SSgA SPDR Barclays ... 0.53%
- PNC PNC Financial Servi... 0.51%
06/30/2022
Top Sells (13F)
- Name% Change
- SPY SPDR S&P 500 ETF TRUST 1.35%
- IVV iShares Core S&P 50... 1.12%
- SPLB SPDR Bloomberg Barc... 0.89%
- SPEM SSgA SPDR S&P Emerg... 0.72%
- ESGU iShares Trust iShar... 0.64%
06/30/2022
13F Holdings Summary
- Stock% Port
- IVV iShares Core S&P 500 ETF- 3.78%
- FISR SPDR SSGA Fixed Income Sect... 2.94%
- QQQ Invesco QQQ Trust, Series 1 2.37%
- ESGU iShares Trust iShares ESG A... 2.16%
- VZ Verizon Communications (Bel... 1.89%
06/30/2022
13F Activity
- Market Value $175.706 Million
- Prior Market Value $184.455 Million
- New Purchases51 stocks
- Additional Purchases224 stocks
- Sold out of40 stocks
- Reduced holdings in146 stocks
- Top 10 Holdings % 21.13 %
- Turnover % [1]:14.06%
- Turnover Alt % [2]: 13.30 %
- Time Held Top20:1.15 quarters
- Time Held Top10:1.20 quarters
- Time Held All:1.33 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for RALEIGH CAPITAL MANAGEMENT INC.
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16
| Performance for Q1 2022: | -5.22% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
RALEIGH CAPITAL MANAGEMENT INC.7980 CHAPEL HILL ROAD SUITE 135
CARY NC 27513
Country: United States
Business Phone: 919-852-1215
Fax: 919-852-1218
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | NC |
| Number of employees: | 10 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Fixed fees,SELECTION OF OTHER ADVISORS |
| Amount of client funds and securities: | 1,807,150 |
| Total Number of Clients: | 310 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- https://www.youtube.com/channel/UCdy6U381pbcWnARju7kXg1A
- https://www.facebook.com/raleighwealthsolutions/
- https://raleighwealthsolutions.com/
- https://www.linkedin.com/company/raleighwealthsolutions/
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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RALEIGH CAPITAL MANAGEMENT INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALEIGH, BRIAN, RICHARD | PRESIDENT/ CCO / CEO | 01/01/2009 | Direct | 75% or more | |||||||||||
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RALEIGH CAPITAL MANAGEMENT INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALEIGH, BRIAN, RICHARD | PRESIDENT/ CCO / CEO | 01/01/2009 | Direct | 75% or more | |||||||||||
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RALEIGH CAPITAL MANAGEMENT INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALEIGH, BRIAN, RICHARD | PRESIDENT/ CCO / CEO | 01/01/2009 | Direct | 75% or more | |||||||||||
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