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
$534M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Sells

1 +$617K
2 +$485K
3 +$446K
4
DVY icon
iShares Select Dividend ETF
DVY
+$446K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$428K

Sector Composition

1 Financials 10.84%
2 Consumer Staples 8.22%
3 Healthcare 5.24%
4 Technology 3.42%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-10,026