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
451
$5K ﹤0.01%
+97
452
$5K ﹤0.01%
118
-161
453
$5K ﹤0.01%
160
+1
454
$5K ﹤0.01%
182
455
$5K ﹤0.01%
54
456
$5K ﹤0.01%
147
-3
457
$5K ﹤0.01%
+404
458
$5K ﹤0.01%
133
-9
459
$5K ﹤0.01%
58
460
$5K ﹤0.01%
+115
461
$4K ﹤0.01%
+16
462
$4K ﹤0.01%
+18
463
$4K ﹤0.01%
47
464
$4K ﹤0.01%
179
-32
465
$4K ﹤0.01%
19
-10
466
$4K ﹤0.01%
60
467
$4K ﹤0.01%
44
468
$4K ﹤0.01%
30
469
$4K ﹤0.01%
182
-58
470
$4K ﹤0.01%
100
471
$4K ﹤0.01%
11
472
$4K ﹤0.01%
75
473
$4K ﹤0.01%
15
474
$4K ﹤0.01%
15
475
$4K ﹤0.01%
51
17 18
19
20 21