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
626
$4.53K ﹤0.01%
449
+7
627
$4.52K ﹤0.01%
37
+8
628
$4.51K ﹤0.01%
267
629
$4.51K ﹤0.01%
+58
630
$4.51K ﹤0.01%
19
631
$4.5K ﹤0.01%
41
+16
632
$4.5K ﹤0.01%
182
633
$4.5K ﹤0.01%
38
+33
634
$4.46K ﹤0.01%
74
+7
635
$4.43K ﹤0.01%
+24
636
$4.36K ﹤0.01%
+61
637
$4.32K ﹤0.01%
303
+126
638
$4.31K ﹤0.01%
199
+30
639
$4.3K ﹤0.01%
85
-383
640
$4.24K ﹤0.01%
100
641
$4.2K ﹤0.01%
185
+25
642
$4.17K ﹤0.01%
+87
643
$4.16K ﹤0.01%
+55
644
$4.13K ﹤0.01%
+129
645
$4.13K ﹤0.01%
+144
646
$4.11K ﹤0.01%
+24
647
$4.04K ﹤0.01%
120
+15
648
$4K ﹤0.01%
33
+6
649
$4K ﹤0.01%
47
650
$3.98K ﹤0.01%
+116
24 25
26
27 28