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
26
$2M 0.99%
15,736
+2,896
27
$1.95M 0.96%
29,947
+374
28
$1.93M 0.95%
20,555
+5,840
29
$1.85M 0.91%
20,117
-10,002
30
$1.84M 0.91%
6,376
+878
31
$1.83M 0.9%
50,757
+2,072
32
$1.78M 0.88%
31,810
+941
33
$1.78M 0.88%
28,655
+16,021
34
$1.77M 0.88%
16,179
+5,584
35
$1.77M 0.87%
18,802
+9,679
36
$1.73M 0.86%
154,466
+8,487
37
$1.68M 0.83%
18,411
+7,970
38
$1.58M 0.78%
8,167
+4,180
39
$1.56M 0.77%
14,646
-7,175
40
$1.55M 0.77%
39,858
+8,684
41
$1.53M 0.76%
44,979
+1,726
42
$1.5M 0.74%
16,628
-22,362
43
$1.48M 0.73%
18,345
+758
44
$1.45M 0.72%
7,938
-5,526
45
$1.43M 0.71%
37,532
+13,756
46
$1.41M 0.7%
5,813
+2,051
47
$1.34M 0.66%
70,623
-4,378
48
$1.34M 0.66%
117,719
+30,461
49
$1.3M 0.64%
25,057
+1,150
50
$1.29M 0.64%
8,660
+643
1
2
3 4 5