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
601
$5.42K ﹤0.01%
660
-80
602
$5.42K ﹤0.01%
193
+37
603
$5.41K ﹤0.01%
192
+37
604
$5.38K ﹤0.01%
23
+3
605
$5.3K ﹤0.01%
+2
606
$5.27K ﹤0.01%
34
607
$5.25K ﹤0.01%
33
+6
608
$5.23K ﹤0.01%
52
-13,498
609
$5.19K ﹤0.01%
145
+62
610
$4.98K ﹤0.01%
52
-52
611
$4.97K ﹤0.01%
354
+52
612
$4.83K ﹤0.01%
153
613
$4.8K ﹤0.01%
88
+16
614
$4.79K ﹤0.01%
+12
615
$4.75K ﹤0.01%
61
+11
616
$4.75K ﹤0.01%
+30
617
$4.73K ﹤0.01%
+75
618
$4.71K ﹤0.01%
478
+71
619
$4.68K ﹤0.01%
68
-180
620
$4.66K ﹤0.01%
165
+2
621
$4.63K ﹤0.01%
63
+38
622
$4.62K ﹤0.01%
122
+40
623
$4.6K ﹤0.01%
50
624
$4.6K ﹤0.01%
+33
625
$4.58K ﹤0.01%
+44
23 24
25
26 27