RCM

Raleigh Capital Management Portfolio holdings

AUM $263M
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.14M
3
+$1.52M
4
SNY icon
Sanofi
SNY
+$1.27M
5
ETR icon
Entergy
ETR
+$1.2M

Top Sells

1
+$2.02M
2
+$1.61M
3
+$1.59M
4
JPM icon
JPMorgan Chase
JPM
+$1.4M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.36M

Sector Composition

1 Healthcare 9.57%
2 Consumer Staples 9.48%
3 Financials 8.63%
4 Utilities 7.49%
5 Energy 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.8K 0.04%
753
-4,290
227
$71.6K 0.04%
338
+247
228
$71.4K 0.04%
862
+94
229
$67.9K 0.03%
307
+53
230
$67.6K 0.03%
322
+97
231
$67.6K 0.03%
175
+50
232
$66.9K 0.03%
879
+4
233
$66.5K 0.03%
+315
234
$66K 0.03%
+1,729
235
$64.8K 0.03%
+1,072
236
$62.1K 0.03%
2,620
+2,183
237
$60.2K 0.03%
1,124
-12
238
$59.4K 0.03%
485
+397
239
$58.9K 0.03%
2,810
-362
240
$55.2K 0.03%
757
+537
241
$54.1K 0.03%
780
+10
242
$53.5K 0.03%
+644
243
$53.1K 0.03%
382
-2,769
244
$52.4K 0.03%
3,130
+261
245
$52K 0.03%
472
-158
246
$51.7K 0.03%
399
+373
247
$51.4K 0.03%
225
248
$51.3K 0.03%
1,012
-8
249
$51.1K 0.03%
2,762
250
$50.7K 0.03%
1,208
+432
8 9
10
11 12