RCAG
Rehmann Capital Advisory Group Portfolio holdings
AUM
$1.65B
1-Year Return
14.09%
This Quarter Return
+2.73%
1 Year Return
+14.09%
3 Year Return
+52.7%
5 Year Return
+82.16%
10 Year Return
–
AUM
$547M
AUM Growth
+$30.4M
(+5.9%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
29.93%
Holding
408
New
39
Increased
179
Reduced
139
Closed
26
Top Buys
| 1 |
Stryker
SYK
|
$2.1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.7M |
| 3 |
SPDR S&P Bank ETF
KBE
|
$1.47M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.39M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$1.22M |
Top Sells
Sector Composition
| 1 | Financials | 11.79% |
| 2 | Consumer Staples | 7.63% |
| 3 | Healthcare | 4.83% |
| 4 | Technology | 3.67% |
| 5 | Materials | 2.9% |
