RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.92B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$35.4M
2 +$35M
3 +$30.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$28.2M
5
SYK icon
Stryker
SYK
+$24.3M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.69%
2 Consumer Staples 7.34%
3 Technology 4.15%
4 Financials 3.9%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$54.5K 0.01%
+2,230
377
$45.5K 0.01%
+1,350
378
$36.5K 0.01%
+13,536