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
1
$7.04M 3.48%
17,125
-127
2
$5.06M 2.5%
192,017
+19,233
3
$3.81M 1.88%
39,131
+1,841
4
$3.74M 1.85%
9,134
+3,704
5
$3.65M 1.81%
93,914
+3,302
6
$3.07M 1.52%
44,126
+4,302
7
$3.07M 1.52%
51,993
+2,258
8
$3.04M 1.51%
19,090
+587
9
$3M 1.49%
93,483
+12,150
10
$2.98M 1.48%
74,299
+12,085
11
$2.96M 1.46%
84,147
+3,684
12
$2.91M 1.44%
30,200
+2,016
13
$2.87M 1.42%
149,322
+5,326
14
$2.75M 1.36%
71,966
+5,816
15
$2.71M 1.34%
20,269
-199
16
$2.6M 1.29%
49,730
+2,316
17
$2.54M 1.26%
62,340
+11,800
18
$2.52M 1.25%
56,234
+2,217
19
$2.41M 1.19%
14,636
+2,141
20
$2.27M 1.12%
27,348
-19,149
21
$2.22M 1.1%
6,922
+6,820
22
$2.2M 1.09%
85,177
-37,464
23
$2.17M 1.08%
72,797
+3,749
24
$2.14M 1.06%
+17,260
25
$2.08M 1.03%
15,503
+844
1
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