RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$2.07M
2
+$2.01M
3
+$1.48M
4
ETR icon
Entergy
ETR
+$1.18M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$1.98M
2
+$1.64M
3
+$1.59M
4
JPM icon
JPMorgan Chase
JPM
+$1.48M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.35M

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
476
$11.2K 0.01%
268
-18
477
$11.2K 0.01%
290
+109
478
$11.2K 0.01%
134
+30
479
$11.1K 0.01%
+32
480
$11K 0.01%
16
+9
481
$11K 0.01%
8
482
$11K 0.01%
400
483
$10.9K 0.01%
1,000
-1,000
484
$10.9K 0.01%
375
485
$10.8K 0.01%
534
+88
486
$10.7K 0.01%
1,150
487
$10.7K 0.01%
22
+16
488
$10.7K 0.01%
176
+18
489
$10.6K 0.01%
388
490
$10.6K 0.01%
216
+88
491
$10.5K 0.01%
720
492
$10.5K 0.01%
78
-111
493
$10.5K 0.01%
430
494
$10.5K 0.01%
+1,123
495
$10.4K 0.01%
176
+69
496
$10.4K 0.01%
446
497
$10.3K 0.01%
+60
498
$10.3K 0.01%
1,200
499
$10.3K 0.01%
116
-1
500
$10.2K 0.01%
1,050
18 19
20
21 22