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
651
$3.96K ﹤0.01%
59
+12
652
$3.95K ﹤0.01%
28
653
$3.91K ﹤0.01%
+104
654
$3.91K ﹤0.01%
223
+32
655
$3.9K ﹤0.01%
+237
656
$3.89K ﹤0.01%
94
+15
657
$3.87K ﹤0.01%
280
+36
658
$3.86K ﹤0.01%
21
+5
659
$3.84K ﹤0.01%
71
+12
660
$3.83K ﹤0.01%
+3
661
$3.82K ﹤0.01%
+86
662
$3.8K ﹤0.01%
207
+3
663
$3.78K ﹤0.01%
+70
664
$3.77K ﹤0.01%
216
665
$3.75K ﹤0.01%
+31
666
$3.72K ﹤0.01%
+155
667
$3.72K ﹤0.01%
+99
668
$3.71K ﹤0.01%
+63
669
$3.7K ﹤0.01%
+14
670
$3.69K ﹤0.01%
+35
671
$3.69K ﹤0.01%
+32
672
$3.67K ﹤0.01%
40
673
$3.66K ﹤0.01%
+109
674
$3.66K ﹤0.01%
59
+3
675
$3.66K ﹤0.01%
32
+4
25 26
27
28 29