RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.65B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,180
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$6.94M
3 +$4.02M
4
DOW icon
Dow Inc
DOW
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.15M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 6.52%
3 Financials 6.03%
4 Technology 5.85%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$302K 0.04%
2,307
+14
352
$300K 0.04%
2,530
+6
353
$299K 0.04%
12,370
+4,389
354
$297K 0.04%
3,577
+59
355
$294K 0.04%
2,909
+23
356
$293K 0.04%
1,752
-318
357
$293K 0.04%
4,975
+50
358
$291K 0.04%
12,791
+827
359
$290K 0.04%
5,546
+779
360
$286K 0.04%
7,259
361
$285K 0.04%
2,072
+7
362
$284K 0.04%
4,784
363
$283K 0.03%
5,405
+186
364
$283K 0.03%
1,895
+27
365
$282K 0.03%
5,154
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366
$281K 0.03%
8,508
+447
367
$281K 0.03%
2,605
+1,284
368
$281K 0.03%
2,105
+112
369
$281K 0.03%
13,512
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370
$280K 0.03%
3,366
+157
371
$279K 0.03%
5,583
+373
372
$272K 0.03%
7,057
+391
373
$271K 0.03%
13,015
-1,567
374
$271K 0.03%
1,812
375
$268K 0.03%
11,240
-752