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
101
$560K 0.28%
13,515
-8,068
102
$553K 0.27%
5,646
+343
103
$543K 0.27%
10,967
-339
104
$535K 0.26%
9,763
+2,860
105
$533K 0.26%
17,204
+3,447
106
$531K 0.26%
17,908
-1,285
107
$525K 0.26%
+5,801
108
$510K 0.25%
4,087
+4,013
109
$499K 0.25%
6,719
-2,246
110
$496K 0.25%
16,314
-6,519
111
$489K 0.24%
4,716
+1,079
112
$477K 0.24%
27,219
+1,054
113
$476K 0.24%
5,132
+3,225
114
$463K 0.23%
36,771
+3,076
115
$461K 0.23%
9,135
+4,397
116
$441K 0.22%
933
+63
117
$430K 0.21%
1,886
+67
118
$424K 0.21%
9,418
+911
119
$404K 0.2%
8,258
+77
120
$403K 0.2%
19,589
-540
121
$394K 0.19%
49,596
+405
122
$391K 0.19%
5,160
+2
123
$389K 0.19%
11,910
+76
124
$384K 0.19%
3,844
+171
125
$379K 0.19%
5,020
-175
3 4
5
6 7