RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.83B
1-Year Est. Return 13.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.93M
3
+$1.63M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.1M

Top Sells

1
+$2.86M
2
+$651K
3
+$519K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$431K
5
SMB icon
VanEck Short Muni ETF
SMB
+$425K

Sector Composition

1 Financials 12.57%
2 Consumer Staples 8.04%
3 Healthcare 5.34%
4 Technology 3.38%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
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