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
326
$12K 0.01%
69
+4
327
$12K 0.01%
89
-3
328
$11K 0.01%
38
+11
329
$11K 0.01%
+308
330
$11K 0.01%
1,000
+90
331
$11K 0.01%
388
332
$11K 0.01%
200
-4
333
$11K 0.01%
710
+60
334
$11K 0.01%
260
+25
335
$11K 0.01%
280
336
$11K 0.01%
400
337
$11K 0.01%
520
+120
338
$11K 0.01%
+496
339
$11K 0.01%
430
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340
$11K 0.01%
103
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341
$11K 0.01%
193
342
$11K 0.01%
158
+93
343
$10K 0.01%
1,050
344
$10K 0.01%
600
+90
345
$10K 0.01%
215
+20
346
$10K 0.01%
249
347
$10K 0.01%
+590
348
$10K 0.01%
660
349
$10K 0.01%
900
+100
350
$10K 0.01%
298
+17
12 13
14
15 16