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
176
$203K 0.12%
4,256
-1,004
177
$201K 0.11%
7,290
+1,105
178
$201K 0.11%
5,053
-355
179
$199K 0.11%
2,565
-599
180
$196K 0.11%
2,462
-601
181
$195K 0.11%
4,580
+590
182
$192K 0.11%
640
+97
183
$190K 0.11%
4,661
-3,566
184
$189K 0.11%
1,559
+195
185
$187K 0.11%
1,943
+1,942
186
$182K 0.1%
5,143
+692
187
$178K 0.1%
2,692
+401
188
$177K 0.1%
3,842
+324
189
$174K 0.1%
9,155
+8,525
190
$171K 0.1%
697
+86
191
$170K 0.1%
2,935
+83
192
$169K 0.1%
1,490
+273
193
$161K 0.09%
3,316
+399
194
$161K 0.09%
1,460
-6,953
195
$160K 0.09%
642
+165
196
$156K 0.09%
1,128
+216
197
$156K 0.09%
686
+110
198
$155K 0.09%
4,373
+423
199
$154K 0.09%
1,823
+221
200
$153K 0.09%
417
+53
6 7
8
9 10