RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.83B
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.26M
3
+$4.81M
4
ESCA icon
Escalade
ESCA
+$4.73M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.28M

Top Sells

1
+$10.9M
2
+$7.16M
3
+$3.39M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.07M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.62M

Sector Composition

1 Technology 7.98%
2 Financials 6.15%
3 Healthcare 4.74%
4 Consumer Discretionary 2.91%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$518K 0.03%
12,640
+57
352
$515K 0.03%
5,691
-240
353
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6,541
-57
354
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14,304
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1,452
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356
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9,705
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357
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359
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363
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3,272
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364
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6,363
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369
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1,682
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371
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372
$466K 0.03%
16,400
373
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8,183
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374
$463K 0.03%
11,446
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375
$463K 0.03%
7,353
+49
13 14
15
16 17