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
276
$39.2K 0.02%
+492
277
$38.8K 0.02%
81
+47
278
$38K 0.02%
345
+93
279
$37.9K 0.02%
272
+61
280
$37.9K 0.02%
266
-19
281
$37.6K 0.02%
202
+44
282
$37.6K 0.02%
+1,863
283
$37.4K 0.02%
+377
284
$37.4K 0.02%
+229
285
$36.7K 0.02%
1,597
-256
286
$36.6K 0.02%
1,472
-1,773
287
$35.9K 0.02%
117
+36
288
$35.8K 0.02%
51
+13
289
$35.8K 0.02%
655
+580
290
$35.8K 0.02%
252
+54
291
$34.9K 0.02%
365
+83
292
$34.8K 0.02%
3,453
+429
293
$34.7K 0.02%
1,180
+510
294
$34.5K 0.02%
100
+61
295
$34.3K 0.02%
2,670
-2,670
296
$34K 0.02%
340
+216
297
$33.7K 0.02%
2,785
+112
298
$33.6K 0.02%
249
+59
299
$33.2K 0.02%
397
300
$33K 0.02%
442
+282
10 11
12
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