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
501
$3K ﹤0.01%
52
+1
502
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87
503
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82
504
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+7
505
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+85
506
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100
507
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136
508
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72
509
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+16
510
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83
511
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89
-12
512
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85
513
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21
514
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515
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+75
516
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37
+1
517
$3K ﹤0.01%
31
518
$3K ﹤0.01%
83
-7
519
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26
-5
520
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103
-6
521
$3K ﹤0.01%
375
522
$3K ﹤0.01%
+42
523
$3K ﹤0.01%
140
524
$2K ﹤0.01%
34
525
$2K ﹤0.01%
55
19 20
21
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