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
+2.63%
1 Year Est. Return
+15.53%
3 Year Est. Return
+18.19%
5 Year Est. Return
+39.67%
10 Year Est. Return
–
AUM
$142M
AUM Growth
-$7.19M
Cap. Flow
-$8.16M
Cap. Flow %
-5.75%
Top 10 Hldgs %
74.52%
Holding
97
New
2
Increased
25
Reduced
28
Closed
2

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K
2
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
3
VTV icon
Vanguard Value ETF
VTV
+$314K
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$311K
5
VT icon
Vanguard Total World Stock ETF
VT
+$211K

Top Sells

1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.16M
2
NVDA icon
NVIDIA
NVDA
+$512K
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$459K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$360K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$297K

Sector Composition

1 Technology 4.77%
2 Healthcare 1.05%
3 Consumer Staples 1.05%
4 Consumer Discretionary 0.66%
5 Communication Services 0.44%

No holdings matched the selected filter criteria.

1 2 3 4

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