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
$514M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.33M
3
+$4.04M
4
UBA
Urstadt Biddle Properties Inc. Class A
UBA
+$3.06M
5
IAU icon
iShares Gold Trust
IAU
+$2.58M

Top Sells

1
+$8.28M
2
+$5.63M
3
+$2.74M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.37M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.29M

Sector Composition

1 Financials 11.81%
2 Consumer Staples 8.28%
3 Healthcare 4.99%
4 Technology 3.66%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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