We are live on ! Find out more
RCM

Rain Capital Management Portfolio holdings

AUM $142M
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
+1.64%
1 Year Est. Return
+15.53%
3 Year Est. Return
+18.19%
5 Year Est. Return
+39.67%
10 Year Est. Return
–
AUM
$66M
AUM Growth
+$9.13M
Cap. Flow
+$7.93M
Cap. Flow %
12.01%
Top 10 Hldgs %
98.88%
Holding
26
New
3
Increased
12
Reduced
1
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.28M
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.72M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.72M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$961K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$959K

Top Sells

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$140K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
26
Vanguard High Dividend Yield ETF
VYM
$79.7B
$0 ﹤0.01%
4,625
– –
1
2

Similar funds

SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
CPG
Custom Portfolio Group Englewood, Colorado $127M AUM
RA
Regis Acquisition Denver, Colorado $164M AUM 15.81% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
1C
1623 Capital Alexandria, Virginia $169M AUM 17.08% 1-Year Est. Return
CBC
Coombe, Bender & Co Ellenville, New York $170M AUM 15.56% 1-Year Est. Return