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
$176M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$943K
3
+$932K
4
PNC icon
PNC Financial Services
PNC
+$926K
5
GILD icon
Gilead Sciences
GILD
+$804K

Top Sells

1
+$1.81M
2
+$1.65M
3
+$1.15M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$906K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$767K

Sector Composition

1 Healthcare 9.47%
2 Consumer Staples 8.03%
3 Financials 7.93%
4 Energy 6.78%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.05%
3,149
+126
227
$85K 0.05%
675
228
$85K 0.05%
876
+18
229
$82K 0.05%
1,602
+33
230
$79K 0.05%
1,481
-124
231
$69K 0.04%
143
+1
232
$69K 0.04%
+1,565
233
$66K 0.04%
2,241
-92
234
$64K 0.04%
1,342
-2,445
235
$62K 0.04%
+1,741
236
$62K 0.04%
440
-200
237
$62K 0.04%
+1,700
238
$61K 0.03%
+868
239
$60K 0.03%
3,412
-1,055
240
$59K 0.03%
819
-206
241
$56K 0.03%
243
242
$56K 0.03%
3,660
+2,430
243
$54K 0.03%
1,069
-4,474
244
$54K 0.03%
2,762
245
$53K 0.03%
2,659
-5,357
246
$52K 0.03%
522
-2,213
247
$51K 0.03%
+236
248
$50K 0.03%
764
+54
249
$50K 0.03%
500
-400
250
$48K 0.03%
1,865
-75
8 9
10
11 12