RCAG
Rehmann Capital Advisory Group Portfolio holdings
AUM
$1.65B
This Quarter Return
+1.64%
1 Year Return
+14.09%
3 Year Return
+52.7%
5 Year Return
+82.16%
10 Year Return
–
AUM
$1.4B
AUM Growth
+$1.4B
(+4%)
Cap. Flow
+$51.8M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
32.85%
Holding
594
New
23
Increased
315
Reduced
193
Closed
19
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$22.8M |
| 2 |
NVIDIA
NVDA
|
$12.7M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$6.28M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.04M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$3.3M |
Top Sells
Sector Composition
| 1 | Technology | 8.46% |
| 2 | Financials | 5.55% |
| 3 | Healthcare | 5.33% |
| 4 | Industrials | 2.76% |
| 5 | Consumer Discretionary | 2.45% |
