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
551
$2K ﹤0.01%
+43
552
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+10
553
$2K ﹤0.01%
165
554
$2K ﹤0.01%
66
555
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89
556
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131
557
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59
-10
558
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32
-6
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26
560
$1K ﹤0.01%
22
561
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576
562
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30
563
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15
566
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13
567
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95
568
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569
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10
570
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25
-3
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50
572
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573
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32
574
$1K ﹤0.01%
36
575
$1K ﹤0.01%
7
21 22
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24 25