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
826
$102 ﹤0.01%
1
827
$92 ﹤0.01%
8
828
$66 ﹤0.01%
1
829
$61 ﹤0.01%
47
830
$60 ﹤0.01%
2
-78
831
$60 ﹤0.01%
2
832
$47 ﹤0.01%
1
-112
833
$29 ﹤0.01%
+4
834
$27 ﹤0.01%
+13
835
$14 ﹤0.01%
2
836
$12 ﹤0.01%
1
-96
837
– –
-9
838
– –
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839
$10 ﹤0.01%
+1
840
$3 ﹤0.01%
2
841
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0
842
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843
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-123
844
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-30
845
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846
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847
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848
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849
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850
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-44
32 33
34
35 36