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
451
$13.2K 0.01%
132
+53
452
$13K 0.01%
39
+15
453
$12.9K 0.01%
1,100
-200
454
$12.8K 0.01%
338
+29
455
$12.7K 0.01%
+69
456
$12.5K 0.01%
419
+191
457
$12.4K 0.01%
391
+143
458
$12.4K 0.01%
700
459
$12.3K 0.01%
+18
460
$12.2K 0.01%
+652
461
$12.2K 0.01%
156
+76
462
$12.1K 0.01%
+52
463
$12.1K 0.01%
479
-172
464
$12.1K 0.01%
+26
465
$12K 0.01%
108
-247
466
$11.9K 0.01%
+27
467
$11.8K 0.01%
+10
468
$11.7K 0.01%
860
+100
469
$11.7K 0.01%
102
+67
470
$11.6K 0.01%
119
471
$11.6K 0.01%
1,420
+120
472
$11.5K 0.01%
260
473
$11.4K 0.01%
446
+191
474
$11.3K 0.01%
273
-92
475
$11.3K 0.01%
50
+35
17 18
19
20 21