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
526
$9.02K ﹤0.01%
138
-5
527
$9K ﹤0.01%
510
528
$8.94K ﹤0.01%
389
529
$8.79K ﹤0.01%
99
-199
530
$8.77K ﹤0.01%
258
-35
531
$8.7K ﹤0.01%
61
+2
532
$8.65K ﹤0.01%
+780
533
$8.6K ﹤0.01%
450
534
$8.59K ﹤0.01%
470
+40
535
$8.53K ﹤0.01%
750
+100
536
$8.52K ﹤0.01%
324
-126
537
$8.51K ﹤0.01%
750
538
$8.46K ﹤0.01%
231
539
$8.43K ﹤0.01%
+258
540
$8.42K ﹤0.01%
+40
541
$8.35K ﹤0.01%
950
+100
542
$8.33K ﹤0.01%
+40
543
$8.32K ﹤0.01%
660
+60
544
$8.27K ﹤0.01%
475
545
$8.26K ﹤0.01%
120
546
$8.24K ﹤0.01%
+680
547
$8.12K ﹤0.01%
250
+2
548
$8.07K ﹤0.01%
500
549
$7.99K ﹤0.01%
+91
550
$7.96K ﹤0.01%
186
+37
20 21
22
23 24