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
51
$1M 0.57%
7,222
+1,581
52
$977K 0.56%
12,099
-325
53
$974K 0.55%
23,877
-2,436
54
$957K 0.54%
8,495
+682
55
$956K 0.54%
5,388
+852
56
$945K 0.54%
3,435
+183
57
$936K 0.53%
10,150
+441
58
$935K 0.53%
24,657
+7,084
59
$922K 0.52%
19,685
-2,511
60
$918K 0.52%
22,551
+1,533
61
$899K 0.51%
17,350
+4,641
62
$874K 0.5%
6,627
-196
63
$871K 0.5%
3,908
-327
64
$862K 0.49%
24,805
-33,032
65
$834K 0.47%
48,388
+30,759
66
$803K 0.46%
8,606
+721
67
$784K 0.45%
38,303
-8,542
68
$776K 0.44%
16,941
+16,936
69
$773K 0.44%
8,596
+727
70
$761K 0.43%
16,704
-1,196
71
$760K 0.43%
31,797
-4,335
72
$755K 0.43%
22,041
+5,893
73
$740K 0.42%
11,755
+4,306
74
$719K 0.41%
10,537
+2,849
75
$710K 0.4%
26,148
+6,731
1 2
3
4 5