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
176
$195K 0.1%
507
+82
177
$192K 0.1%
966
+949
178
$190K 0.09%
2,470
+8
179
$189K 0.09%
4,396
+577
180
$188K 0.09%
3,557
+199
181
$188K 0.09%
5,017
+488
182
$186K 0.09%
4,690
-84
183
$186K 0.09%
2,428
+139
184
$183K 0.09%
1,829
+953
185
$177K 0.09%
851
+129
186
$175K 0.09%
+3,554
187
$173K 0.09%
4,945
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188
$170K 0.08%
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189
$168K 0.08%
1,803
+1,671
190
$167K 0.08%
789
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191
$166K 0.08%
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192
$162K 0.08%
2,071
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193
$160K 0.08%
5,278
+5,101
194
$156K 0.08%
3,513
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195
$156K 0.08%
989
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196
$155K 0.08%
8,258
-1,284
197
$155K 0.08%
3,238
-540
198
$150K 0.07%
838
+57
199
$146K 0.07%
2,154
-10,881
200
$144K 0.07%
12,095
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8
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