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
426
$6K ﹤0.01%
30
427
$6K ﹤0.01%
1,200
428
$6K ﹤0.01%
11
429
$6K ﹤0.01%
224
-796
430
$6K ﹤0.01%
423
431
$5K ﹤0.01%
30
+1
432
$5K ﹤0.01%
22
+1
433
$5K ﹤0.01%
81
434
$5K ﹤0.01%
1,000
435
$5K ﹤0.01%
16
436
$5K ﹤0.01%
64
437
$5K ﹤0.01%
66
438
$5K ﹤0.01%
48
439
$5K ﹤0.01%
135
+3
440
$5K ﹤0.01%
153
441
$5K ﹤0.01%
34
442
$5K ﹤0.01%
+429
443
$5K ﹤0.01%
370
+332
444
$5K ﹤0.01%
112
445
$5K ﹤0.01%
16
446
$5K ﹤0.01%
41
447
$5K ﹤0.01%
99
+36
448
$5K ﹤0.01%
25
449
$5K ﹤0.01%
66
-30
450
$5K ﹤0.01%
45
16 17
18
19 20