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
376
$19.5K 0.01%
266
+83
377
$19.2K 0.01%
4,329
+1,161
378
$19.2K 0.01%
107
+20
379
$19.1K 0.01%
88
+38
380
$19K 0.01%
+815
381
$18.8K 0.01%
576
-8,096
382
$18.8K 0.01%
142
-86
383
$18.7K 0.01%
358
384
$18.5K 0.01%
+51
385
$18.5K 0.01%
423
-2,490
386
$18.4K 0.01%
317
+121
387
$18.3K 0.01%
336
-20,152
388
$18.2K 0.01%
+193
389
$18.2K 0.01%
59
+23
390
$18.1K 0.01%
1,916
+75
391
$18K 0.01%
184
+69
392
$18K 0.01%
225
+35
393
$17.8K 0.01%
1,078
+177
394
$17.7K 0.01%
247
-107
395
$17.7K 0.01%
114
+15
396
$17.5K 0.01%
1,165
397
$17.4K 0.01%
275
+34
398
$17.3K 0.01%
104
+74
399
$17.3K 0.01%
+420
400
$17.1K 0.01%
+147
14 15
16
17 18