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
776
$1.27K ﹤0.01%
35
777
$1.24K ﹤0.01%
24
778
$1.2K ﹤0.01%
33
-1,669
779
$1.19K ﹤0.01%
10
780
$1.15K ﹤0.01%
+30
781
$1.12K ﹤0.01%
21
782
$1.08K ﹤0.01%
23
783
$1.04K ﹤0.01%
22
784
$1.02K ﹤0.01%
20
785
$1.02K ﹤0.01%
33
786
$1.01K ﹤0.01%
15
787
$974 ﹤0.01%
9
-80
788
$962 ﹤0.01%
13
-822
789
$906 ﹤0.01%
38
790
$874 ﹤0.01%
95
791
$873 ﹤0.01%
30
792
$860 ﹤0.01%
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793
$849 ﹤0.01%
13
-19
794
$804 ﹤0.01%
10
795
$780 ﹤0.01%
35
796
$770 ﹤0.01%
37
-35
797
$736 ﹤0.01%
13
798
$698 ﹤0.01%
45
799
$656 ﹤0.01%
25
800
$558 ﹤0.01%
576
30 31
32
33 34