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
701
$3.24K ﹤0.01%
+241
702
$3.22K ﹤0.01%
79
+42
703
$3.18K ﹤0.01%
+10
704
$3.17K ﹤0.01%
+34
705
$3.17K ﹤0.01%
72
+12
706
$3.17K ﹤0.01%
+24
707
$3.13K ﹤0.01%
76
708
$3.13K ﹤0.01%
9
709
$3.12K ﹤0.01%
115
+23
710
$3.1K ﹤0.01%
+79
711
$3.09K ﹤0.01%
+136
712
$3.04K ﹤0.01%
+12
713
$3.04K ﹤0.01%
+256
714
$3.02K ﹤0.01%
13
+3
715
$3.02K ﹤0.01%
76
716
$3K ﹤0.01%
55
717
$2.98K ﹤0.01%
+31
718
$2.98K ﹤0.01%
+17
719
$2.96K ﹤0.01%
87
720
$2.96K ﹤0.01%
+12
721
$2.96K ﹤0.01%
+201
722
$2.95K ﹤0.01%
1,000
723
$2.94K ﹤0.01%
71
-4,263
724
$2.92K ﹤0.01%
+81
725
$2.9K ﹤0.01%
56
+9
27 28
29
30 31