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
801
$542 ﹤0.01%
200
802
$527 ﹤0.01%
16
803
$524 ﹤0.01%
30
-4,184
804
$501 ﹤0.01%
20
805
$500 ﹤0.01%
50
806
$449 ﹤0.01%
122
807
$439 ﹤0.01%
14
808
$422 ﹤0.01%
20
809
$410 ﹤0.01%
16
-16
810
$396 ﹤0.01%
16
-1,424
811
$378 ﹤0.01%
250
812
$359 ﹤0.01%
11
813
$347 ﹤0.01%
40
+1
814
$331 ﹤0.01%
17
815
$324 ﹤0.01%
3
816
$320 ﹤0.01%
9
817
$315 ﹤0.01%
12
818
$314 ﹤0.01%
2
819
$247 ﹤0.01%
22
-143,589
820
$223 ﹤0.01%
35
-316
821
$203 ﹤0.01%
3
822
$150 ﹤0.01%
4
-56
823
$139 ﹤0.01%
3
824
$132 ﹤0.01%
3
825
$122 ﹤0.01%
1
31 32
33
34 35