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
551
$7.89K ﹤0.01%
640
552
$7.83K ﹤0.01%
630
553
$7.81K ﹤0.01%
1,000
554
$7.72K ﹤0.01%
1,220
555
$7.72K ﹤0.01%
+39
556
$7.7K ﹤0.01%
610
-110
557
$7.7K ﹤0.01%
+522
558
$7.57K ﹤0.01%
190
559
$7.41K ﹤0.01%
40
+2
560
$7.37K ﹤0.01%
725
561
$7.32K ﹤0.01%
496
+156
562
$7.22K ﹤0.01%
560
+60
563
$7.22K ﹤0.01%
+151
564
$7.19K ﹤0.01%
+176
565
$7.16K ﹤0.01%
+90
566
$7.07K ﹤0.01%
+140
567
$7.05K ﹤0.01%
163
+26
568
$6.9K ﹤0.01%
34
+24
569
$6.87K ﹤0.01%
60
570
$6.79K ﹤0.01%
52
571
$6.78K ﹤0.01%
105
+19
572
$6.76K ﹤0.01%
200
-50
573
$6.74K ﹤0.01%
+48
574
$6.74K ﹤0.01%
1,000
575
$6.72K ﹤0.01%
+47
21 22
23
24 25