RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$983K
3
+$955K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$941K
5
GILD icon
Gilead Sciences
GILD
+$806K

Top Sells

1
+$1.97M
2
+$1.65M
3
+$1.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$983K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$766K

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%
48
432
$5K ﹤0.01%
135
+3
433
$5K ﹤0.01%
153
434
$5K ﹤0.01%
34
435
$5K ﹤0.01%
+429
436
$5K ﹤0.01%
370
+332
437
$5K ﹤0.01%
112
438
$5K ﹤0.01%
16
439
$5K ﹤0.01%
41
440
$5K ﹤0.01%
99
+36
441
$5K ﹤0.01%
25
442
$5K ﹤0.01%
66
-30
443
$5K ﹤0.01%
45
444
$5K ﹤0.01%
+97
445
$5K ﹤0.01%
118
-161
446
$5K ﹤0.01%
160
+1
447
$5K ﹤0.01%
182
448
$5K ﹤0.01%
54
449
$5K ﹤0.01%
147
-3
450
$5K ﹤0.01%
+404
16 17
18
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