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
51
$1.28M 0.63%
37,054
+1,777
52
$1.27M 0.63%
+23,302
53
$1.26M 0.63%
25,920
+23,252
54
$1.26M 0.62%
33,434
+19,956
55
$1.25M 0.62%
7,671
+640
56
$1.25M 0.62%
25,788
-13,260
57
$1.23M 0.61%
25,095
+1,350
58
$1.21M 0.6%
32,197
+1,575
59
$1.2M 0.59%
+22,230
60
$1.1M 0.55%
8,475
-10,781
61
$1.04M 0.52%
37,571
+1,583
62
$1.01M 0.5%
3,625
+1,431
63
$1.01M 0.5%
6,357
-3,764
64
$996K 0.49%
29,170
+6,033
65
$994K 0.49%
3,367
-310
66
$982K 0.49%
15,507
+848
67
$981K 0.48%
23,115
+6,863
68
$980K 0.48%
78,259
-16,788
69
$979K 0.48%
8,504
+8,479
70
$977K 0.48%
9,843
+589
71
$954K 0.47%
6,155
+469
72
$941K 0.47%
10,141
+2,248
73
$930K 0.46%
20,589
+14
74
$854K 0.42%
40,243
+7,173
75
$849K 0.42%
4,657
+287
1 2
3
4 5