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
201
$141K 0.07%
4,869
-3,989
202
$141K 0.07%
682
+63
203
$141K 0.07%
1,272
204
$136K 0.07%
4,500
205
$135K 0.07%
+2,704
206
$134K 0.07%
1,174
-234
207
$127K 0.06%
2,300
208
$126K 0.06%
3,135
+505
209
$125K 0.06%
3,527
+634
210
$120K 0.06%
4,330
+2,860
211
$116K 0.06%
766
+4
212
$116K 0.06%
4,338
213
$106K 0.05%
476
+426
214
$103K 0.05%
742
+66
215
$103K 0.05%
1,723
+3
216
$101K 0.05%
+761
217
$93.8K 0.05%
621
+404
218
$93.8K 0.05%
675
219
$91.8K 0.05%
4,200
+27
220
$91.5K 0.05%
918
+911
221
$88.4K 0.04%
3,929
-11,634
222
$85.4K 0.04%
418
+41
223
$82.3K 0.04%
1,979
-1,009
224
$81.3K 0.04%
782
+277
225
$75K 0.04%
3,636
+736
7 8
9
10 11