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
76
$831K 0.41%
3,331
-130
77
$827K 0.41%
4,321
+177
78
$826K 0.41%
11,922
+1,541
79
$805K 0.4%
16,725
+3,917
80
$799K 0.4%
17,319
+1,684
81
$796K 0.39%
5,764
+138
82
$789K 0.39%
11,323
+648
83
$780K 0.39%
17,761
+4,771
84
$778K 0.38%
25,178
-130
85
$769K 0.38%
7,823
-6,001
86
$764K 0.38%
9,294
-11,117
87
$753K 0.37%
28,873
-32,184
88
$740K 0.37%
5,642
+1,493
89
$723K 0.36%
7,148
+7,090
90
$704K 0.35%
3,075
+109
91
$661K 0.33%
11,402
+592
92
$654K 0.32%
7,900
+288
93
$653K 0.32%
8,981
+2,618
94
$645K 0.32%
6,247
+1,181
95
$630K 0.31%
16,613
+888
96
$630K 0.31%
9,810
+450
97
$615K 0.3%
920
+51
98
$600K 0.3%
20,968
+1,823
99
$591K 0.29%
12,997
+1,136
100
$577K 0.29%
40,549
-11,386
2 3
4
5 6