RCAG
Rehmann Capital Advisory Group Portfolio holdings
AUM
$1.65B
1-Year Return
14.09%
This Quarter Return
+4.62%
1 Year Return
+14.09%
3 Year Return
+52.7%
5 Year Return
+82.16%
10 Year Return
–
AUM
$978M
AUM Growth
+$92.2M
(+10%)
Cap. Flow
+$60.4M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
30.69%
Holding
535
New
55
Increased
254
Reduced
170
Closed
24
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.45M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$5.24M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.77M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$4.43M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.23M |
Top Sells
Sector Composition
| 1 | Technology | 6.98% |
| 2 | Healthcare | 6.52% |
| 3 | Financials | 5.61% |
| 4 | Consumer Staples | 5.57% |
| 5 | Consumer Discretionary | 3.6% |
