RCAG
Rehmann Capital Advisory Group Portfolio holdings
AUM
$1.65B
1-Year Return
14.09%
This Quarter Return
+10.05%
1 Year Return
+14.09%
3 Year Return
+52.7%
5 Year Return
+82.16%
10 Year Return
–
AUM
$1.21B
AUM Growth
+$133M
(+12%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
33.08%
Holding
579
New
48
Increased
234
Reduced
242
Closed
29
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$13.5M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$10.3M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$9.01M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.67M |
| 5 |
iShares MBS ETF
MBB
|
$4.61M |
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Financials | 5.7% |
| 3 | Healthcare | 5.52% |
| 4 | Industrials | 2.81% |
| 5 | Consumer Discretionary | 2.69% |
