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RCM

Rain Capital Management Portfolio holdings

AUM $142M
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
+3.36%
1 Year Est. Return
+15.53%
3 Year Est. Return
+18.19%
5 Year Est. Return
+39.67%
10 Year Est. Return
–
AUM
$143M
AUM Growth
+$1.98M
Cap. Flow
-$2.51M
Cap. Flow %
-1.76%
Top 10 Hldgs %
97.05%
Holding
36
New
–
Increased
10
Reduced
13
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
2
IAU icon
iShares Gold Trust
IAU
+$151K
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.1K
4
BND icon
Vanguard Total Bond Market
BND
+$5.05K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.34K

Top Sells

1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.73M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$676K
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$322K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$130K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$95K

Sector Composition

1 Financials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRF icon
26
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$29K 0.02%
1,285
– –
SPGI icon
27
S&P Global
SPGI
$127B
$28K 0.02%
77
-2
-3% -$706
EEM icon
28
iShares MSCI Emerging Markets ETF
EEM
$29.6B
$26K 0.02%
595
– –
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$122B
$23K 0.02%
625
– –
GLD icon
30
SPDR Gold Trust
GLD
$133B
$19K 0.01%
110
+10
+10% +$1.8K
VNQ icon
31
Vanguard Real Estate ETF
VNQ
$37.7B
$15K 0.01%
191
– –
SDY icon
32
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$10K 0.01%
108
-100
-48% -$9.43K
TIP icon
33
iShares TIPS Bond ETF
TIP
$14.5B
$7K ﹤0.01%
56
– –
AOM icon
34
iShares Core Moderate Allocation ETF
AOM
$1.78B
$3K ﹤0.01%
76
-4
-5% -$164
DON icon
35
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$3K ﹤0.01%
108
– –
VXUS icon
36
Vanguard Total International Stock ETF
VXUS
$156B
$2K ﹤0.01%
36
– –
1
2

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