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
351
$10K 0.01%
1,100
+100
352
$10K 0.01%
224
+2
353
$10K 0.01%
50
354
$10K 0.01%
8
355
$9K 0.01%
1,000
356
$9K 0.01%
800
357
$9K 0.01%
315
+8
358
$9K 0.01%
800
359
$9K 0.01%
1,125
360
$9K 0.01%
119
361
$9K 0.01%
325
+75
362
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478
363
$9K 0.01%
43
364
$9K 0.01%
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365
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254
366
$9K 0.01%
158
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367
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500
368
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400
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369
$9K 0.01%
510
370
$9K 0.01%
640
371
$9K 0.01%
47
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372
$9K 0.01%
389
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373
$9K 0.01%
105
-5,712
374
$9K 0.01%
1,450
+150
375
$9K 0.01%
145
13 14
15
16 17