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
301
$32.6K 0.02%
616
+131
302
$32.5K 0.02%
153
+50
303
$32.5K 0.02%
+65
304
$32.2K 0.02%
168
+54
305
$31.7K 0.02%
547
+397
306
$31.6K 0.02%
141
+58
307
$31.2K 0.02%
469
+137
308
$30.5K 0.02%
251
+50
309
$30.5K 0.02%
733
+6
310
$30.5K 0.02%
266
+46
311
$30.5K 0.02%
636
+116
312
$30.2K 0.01%
350
+263
313
$30.1K 0.01%
557
-70
314
$29.9K 0.01%
1,174
+924
315
$29K 0.01%
+175
316
$28.8K 0.01%
472
-6
317
$28.4K 0.01%
473
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318
$28.3K 0.01%
631
319
$28.3K 0.01%
175
-2
320
$27.9K 0.01%
+416
321
$27.3K 0.01%
193
+37
322
$27.2K 0.01%
626
+3
323
$27.1K 0.01%
718
+132
324
$26.8K 0.01%
550
325
$26.6K 0.01%
+247
11 12
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