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
726
$2.89K ﹤0.01%
+78
727
$2.82K ﹤0.01%
34
+10
728
$2.81K ﹤0.01%
+23
729
$2.8K ﹤0.01%
75
730
$2.79K ﹤0.01%
164
+24
731
$2.77K ﹤0.01%
50
732
$2.77K ﹤0.01%
21
733
$2.69K ﹤0.01%
55
+13
734
$2.68K ﹤0.01%
83
735
$2.67K ﹤0.01%
+23
736
$2.64K ﹤0.01%
98
+15
737
$2.63K ﹤0.01%
45
738
$2.59K ﹤0.01%
29
+5
739
$2.57K ﹤0.01%
72
-72
740
$2.56K ﹤0.01%
+41
741
$2.55K ﹤0.01%
289
+43
742
$2.54K ﹤0.01%
200
743
$2.51K ﹤0.01%
+48
744
$2.49K ﹤0.01%
26
745
$2.48K ﹤0.01%
+63
746
$2.47K ﹤0.01%
27
-51
747
$2.46K ﹤0.01%
69
-45
748
$2.45K ﹤0.01%
100
+4
749
$2.42K ﹤0.01%
220
750
$2.38K ﹤0.01%
+99
28 29
30
31 32