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
426
$14.6K 0.01%
254
-24
427
$14.3K 0.01%
56
+40
428
$14.3K 0.01%
161
-19
429
$14.3K 0.01%
458
+367
430
$14.3K 0.01%
141
+34
431
$14.2K 0.01%
144
+31
432
$14.2K 0.01%
+51
433
$14.2K 0.01%
146
+92
434
$14.1K 0.01%
105
+27
435
$14.1K 0.01%
+200
436
$14K 0.01%
61
+11
437
$13.9K 0.01%
282
+141
438
$13.8K 0.01%
1,400
439
$13.8K 0.01%
+9
440
$13.7K 0.01%
840
-6,256
441
$13.6K 0.01%
654
-341
442
$13.6K 0.01%
200
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443
$13.6K 0.01%
142
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444
$13.5K 0.01%
414
-65
445
$13.5K 0.01%
+428
446
$13.4K 0.01%
425
+77
447
$13.3K 0.01%
1,160
448
$13.3K 0.01%
344
+66
449
$13.3K 0.01%
250
-3,830
450
$13.2K 0.01%
+35
16 17
18
19 20