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
126
$375K 0.19%
8,402
+208
127
$374K 0.19%
4,890
+66
128
$372K 0.18%
5,953
+3
129
$371K 0.18%
9,193
+1,579
130
$358K 0.18%
1,590
+451
131
$358K 0.18%
3,538
-1,528
132
$357K 0.18%
13,418
+3,978
133
$355K 0.18%
3,743
+533
134
$340K 0.17%
6,534
+372
135
$335K 0.17%
5,475
+188
136
$328K 0.16%
693
+166
137
$321K 0.16%
8,020
+522
138
$321K 0.16%
1,039
+171
139
$317K 0.16%
8,523
+774
140
$311K 0.15%
1,577
+99
141
$306K 0.15%
3,509
+129
142
$295K 0.15%
714
+80
143
$294K 0.15%
1,510
+95
144
$294K 0.15%
2,699
+119
145
$290K 0.14%
3,441
+104
146
$289K 0.14%
2,559
+306
147
$283K 0.14%
4,699
+377
148
$280K 0.14%
4,186
-704
149
$272K 0.13%
592
+449
150
$269K 0.13%
942
+132
4 5
6
7 8