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
576
$6.68K ﹤0.01%
66
+29
577
$6.66K ﹤0.01%
45
578
$6.57K ﹤0.01%
+8
579
$6.3K ﹤0.01%
288
+125
580
$6.26K ﹤0.01%
+39
581
$6.21K ﹤0.01%
56
+6
582
$6.2K ﹤0.01%
33
583
$6.13K ﹤0.01%
406
+4
584
$6.07K ﹤0.01%
28
+6
585
$6.02K ﹤0.01%
54
-1,694
586
$5.99K ﹤0.01%
+19
587
$5.91K ﹤0.01%
39
+6
588
$5.88K ﹤0.01%
123
+21
589
$5.88K ﹤0.01%
+32
590
$5.84K ﹤0.01%
167
+21
591
$5.8K ﹤0.01%
86
-108
592
$5.71K ﹤0.01%
276
+70
593
$5.64K ﹤0.01%
93
+32
594
$5.59K ﹤0.01%
62
+10
595
$5.57K ﹤0.01%
33
+6
596
$5.56K ﹤0.01%
+43
597
$5.55K ﹤0.01%
194
+19
598
$5.54K ﹤0.01%
86
599
$5.43K ﹤0.01%
+231
600
$5.43K ﹤0.01%
21
+1
22 23
24
25 26