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
401
$16.7K 0.01%
+151
402
$16.6K 0.01%
51
+6
403
$16.6K 0.01%
68
+6
404
$16.5K 0.01%
366
+341
405
$16.5K 0.01%
+618
406
$16.4K 0.01%
+208
407
$16.4K 0.01%
+82
408
$16.2K 0.01%
+668
409
$16.1K 0.01%
174
+31
410
$16K 0.01%
+180
411
$16K 0.01%
280
+80
412
$16K 0.01%
54
+21
413
$16K 0.01%
591
-4,887
414
$16K 0.01%
+62
415
$15.9K 0.01%
596
-1,028
416
$15.8K 0.01%
180
417
$15.8K 0.01%
708
+4
418
$15.7K 0.01%
204
+78
419
$15.5K 0.01%
689
420
$15.2K 0.01%
438
-234
421
$15.1K 0.01%
+604
422
$15.1K 0.01%
+169
423
$14.9K 0.01%
49
+9
424
$14.8K 0.01%
2,357
-2,357
425
$14.8K 0.01%
+254
15 16
17
18 19