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
501
$10.1K 0.01%
520
502
$9.99K ﹤0.01%
60
+37
503
$9.96K ﹤0.01%
760
504
$9.94K ﹤0.01%
367
-33
505
$9.92K ﹤0.01%
1,600
506
$9.76K ﹤0.01%
231
+2
507
$9.68K ﹤0.01%
+105
508
$9.6K ﹤0.01%
+258
509
$9.6K ﹤0.01%
1,200
510
$9.57K ﹤0.01%
62
+28
511
$9.5K ﹤0.01%
640
512
$9.48K ﹤0.01%
760
513
$9.42K ﹤0.01%
145
514
$9.34K ﹤0.01%
800
515
$9.31K ﹤0.01%
1,145
+120
516
$9.27K ﹤0.01%
600
517
$9.27K ﹤0.01%
253
+105
518
$9.19K ﹤0.01%
46
+39
519
$9.17K ﹤0.01%
126
-62
520
$9.17K ﹤0.01%
62
521
$9.14K ﹤0.01%
+111
522
$9.13K ﹤0.01%
660
523
$9.13K ﹤0.01%
1,800
+600
524
$9.09K ﹤0.01%
725
+75
525
$9.02K ﹤0.01%
+1,100
19 20
21
22 23