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
476
$4K ﹤0.01%
38
477
$4K ﹤0.01%
50
478
$4K ﹤0.01%
+93
479
$4K ﹤0.01%
110
+1
480
$4K ﹤0.01%
62
-29
481
$4K ﹤0.01%
+342
482
$4K ﹤0.01%
76
-19
483
$4K ﹤0.01%
15
484
$4K ﹤0.01%
60
-4
485
$4K ﹤0.01%
76
486
$4K ﹤0.01%
875
+200
487
$4K ﹤0.01%
80
488
$4K ﹤0.01%
81
-41
489
$4K ﹤0.01%
135
490
$4K ﹤0.01%
44
-4,601
491
$4K ﹤0.01%
+21
492
$4K ﹤0.01%
88
+2
493
$4K ﹤0.01%
34
494
$4K ﹤0.01%
51
+1
495
$3K ﹤0.01%
83
-7
496
$3K ﹤0.01%
+16
497
$3K ﹤0.01%
11
498
$3K ﹤0.01%
37
-7
499
$3K ﹤0.01%
9
-43
500
$3K ﹤0.01%
76
18 19
20
21 22