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
751
$2.38K ﹤0.01%
79
752
$2.37K ﹤0.01%
136
753
$2.37K ﹤0.01%
32
-6
754
$2.35K ﹤0.01%
14
755
$2.33K ﹤0.01%
143
+15
756
$2.33K ﹤0.01%
+61
757
$2.33K ﹤0.01%
202
+28
758
$2.29K ﹤0.01%
36
+4
759
$2.27K ﹤0.01%
35
760
$2.25K ﹤0.01%
66
761
$2.22K ﹤0.01%
72
-571
762
$2.22K ﹤0.01%
41
+9
763
$2.17K ﹤0.01%
375
764
$2.14K ﹤0.01%
11
+4
765
$2.1K ﹤0.01%
+150
766
$2.07K ﹤0.01%
52
-393
767
$2K ﹤0.01%
33
768
$1.99K ﹤0.01%
50
769
$1.92K ﹤0.01%
225
-225
770
$1.84K ﹤0.01%
102
+3
771
$1.81K ﹤0.01%
252
+36
772
$1.79K ﹤0.01%
165
773
$1.63K ﹤0.01%
+56
774
$1.58K ﹤0.01%
33
+20
775
$1.3K ﹤0.01%
81
29 30
31
32 33