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
351
$22.6K 0.01%
62
+11
352
$22.2K 0.01%
481
+76
353
$22.2K 0.01%
143
+37
354
$22.1K 0.01%
9
+1
355
$22.1K 0.01%
233
-3,258
356
$21.9K 0.01%
272
+68
357
$21.8K 0.01%
379
+320
358
$21.8K 0.01%
1,363
-111
359
$21.6K 0.01%
88
+30
360
$21.5K 0.01%
535
+4
361
$21.3K 0.01%
1,828
-8
362
$21.3K 0.01%
73
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363
$21.3K 0.01%
728
-1,470
364
$21.2K 0.01%
74
+25
365
$21.2K 0.01%
430
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366
$21.2K 0.01%
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367
$20.6K 0.01%
52
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368
$20.4K 0.01%
132
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369
$20.1K 0.01%
453
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370
$20K 0.01%
123
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371
$20K 0.01%
189
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372
$20K 0.01%
834
+294
373
$19.9K 0.01%
101
+33
374
$19.9K 0.01%
256
375
$19.8K 0.01%
74
+25
13 14
15
16 17