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
326
$26.5K 0.01%
+621
327
$26.2K 0.01%
63
+24
328
$25.9K 0.01%
58
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329
$25.9K 0.01%
223
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330
$25.7K 0.01%
301
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$25.3K 0.01%
+343
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$25.2K 0.01%
362
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$25.2K 0.01%
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$24.8K 0.01%
+871
335
$24.7K 0.01%
108
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336
$24.6K 0.01%
170
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337
$24.6K 0.01%
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$24.1K 0.01%
317
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$23.9K 0.01%
296
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$23.9K 0.01%
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$23.6K 0.01%
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344
$23.6K 0.01%
348
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345
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346
$23.5K 0.01%
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347
$23.1K 0.01%
274
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348
$22.9K 0.01%
490
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349
$22.9K 0.01%
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350
$22.7K 0.01%
178
-53