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
676
$3.65K ﹤0.01%
24
+10
677
$3.65K ﹤0.01%
48
-37
678
$3.64K ﹤0.01%
100
679
$3.63K ﹤0.01%
+16
680
$3.6K ﹤0.01%
226
+23
681
$3.58K ﹤0.01%
+307
682
$3.57K ﹤0.01%
89
683
$3.57K ﹤0.01%
19
+4
684
$3.56K ﹤0.01%
+30
685
$3.54K ﹤0.01%
+19
686
$3.54K ﹤0.01%
+99
687
$3.53K ﹤0.01%
110
+23
688
$3.48K ﹤0.01%
195
+33
689
$3.47K ﹤0.01%
+227
690
$3.46K ﹤0.01%
+48
691
$3.44K ﹤0.01%
132
692
$3.43K ﹤0.01%
+149
693
$3.43K ﹤0.01%
128
+10
694
$3.42K ﹤0.01%
100
-250
695
$3.41K ﹤0.01%
320
+40
696
$3.41K ﹤0.01%
44
+1
697
$3.38K ﹤0.01%
26
-27
698
$3.37K ﹤0.01%
+16
699
$3.34K ﹤0.01%
36
+7
700
$3.29K ﹤0.01%
102
+22
26 27
28
29 30