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
251
$48K 0.03%
440
252
$48K 0.03%
+300
253
$46K 0.03%
1,195
-1,555
254
$45K 0.03%
617
+3
255
$43K 0.02%
1,309
+79
256
$42K 0.02%
1,475
+1,135
257
$42K 0.02%
1,886
-3,718
258
$41K 0.02%
1,888
+104
259
$40K 0.02%
985
-384
260
$39K 0.02%
187
261
$38K 0.02%
2,670
262
$38K 0.02%
477
+1
263
$37K 0.02%
1,027
+2
264
$37K 0.02%
775
265
$34K 0.02%
2,573
+43
266
$33K 0.02%
505
+3
267
$32K 0.02%
1,586
-3,253
268
$32K 0.02%
388
-45
269
$30K 0.02%
1,139
-3,176
270
$29K 0.02%
2,641
+262
271
$29K 0.02%
397
272
$29K 0.02%
+589
273
$29K 0.02%
779
+277
274
$29K 0.02%
409
+3
275
$29K 0.02%
631
9 10
11
12 13