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
251
$49.3K 0.02%
250
+70
252
$48K 0.02%
948
-2,208
253
$47.6K 0.02%
540
+122
254
$47.3K 0.02%
313
+82
255
$47.2K 0.02%
360
+27
256
$45.6K 0.02%
+836
257
$45.6K 0.02%
1,007
+593
258
$45.6K 0.02%
79
+55
259
$45.3K 0.02%
901
260
$45K 0.02%
453
261
$43.9K 0.02%
1,270
+470
262
$43.9K 0.02%
1,647
-7
263
$43.8K 0.02%
283
+76
264
$42.9K 0.02%
258
+123
265
$42.9K 0.02%
834
+424
266
$42.8K 0.02%
953
-12
267
$42.4K 0.02%
2,704
-22
268
$41.8K 0.02%
1,027
269
$40.9K 0.02%
352
+244
270
$40.8K 0.02%
1,072
+144
271
$40.6K 0.02%
331
+174
272
$40.2K 0.02%
158
+63
273
$40K 0.02%
320
274
$39.9K 0.02%
+396
275
$39.7K 0.02%
287
+246
9 10
11
12 13