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
151
$266K 0.13%
746
+79
152
$264K 0.13%
6,120
-4,062
153
$253K 0.13%
10,821
-447
154
$251K 0.12%
1,649
+118
155
$243K 0.12%
724
+49
156
$241K 0.12%
3,121
+475
157
$237K 0.12%
1,438
+201
158
$236K 0.12%
4,804
-148
159
$235K 0.12%
10,687
+289
160
$229K 0.11%
4,074
+37
161
$229K 0.11%
419
+41
162
$227K 0.11%
+5,242
163
$222K 0.11%
5,950
-239
164
$221K 0.11%
1,687
+138
165
$217K 0.11%
1,144
+45
166
$215K 0.11%
1,051
+25
167
$214K 0.11%
+2,141
168
$211K 0.1%
+1,459
169
$207K 0.1%
1,207
-910
170
$205K 0.1%
4,381
+107
171
$202K 0.1%
5,738
+517
172
$202K 0.1%
1,596
+1,565
173
$198K 0.1%
2,366
+510
174
$197K 0.1%
4,238
+156
175
$197K 0.1%
3,175
-390
5 6
7
8 9