RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.65B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,201
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$21.7M
3
+$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.3M

Top Sells

1
+$151M
2
+$30.8M
3
+$11.6M
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$8.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.76M

Sector Composition

1 Healthcare 8.81%
2 Consumer Staples 6.43%
3 Financials 5.89%
4 Technology 5.8%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$88.4K 0.01%
1,042
+598
627
$88.2K 0.01%
6,600
+1,767
628
$88.1K 0.01%
+3,542
629
$87.9K 0.01%
+6,204
630
$87.6K 0.01%
1,233
+137
631
$87.5K 0.01%
1,360
+22
632
$87.3K 0.01%
829
+55
633
$86.5K 0.01%
11,118
634
$86.2K 0.01%
210
+50
635
$86.1K 0.01%
1,891
-667
636
$86.1K 0.01%
1,720
-1,037
637
$86K 0.01%
535
-14
638
$85.9K 0.01%
2,930
-168
639
$85.7K 0.01%
+1,824
640
$85.5K 0.01%
12,629
+2,393
641
$85.5K 0.01%
+1,282
642
$85.3K 0.01%
943
-74,454
643
$85.1K 0.01%
1,023
+148
644
$84.8K 0.01%
2,111
645
$84.7K 0.01%
2,760
+578
646
$84.7K 0.01%
1,583
+717
647
$84.6K 0.01%
+1,604
648
$84.4K 0.01%
2,217
649
$84.3K 0.01%
1,449
+2
650
$84.2K 0.01%
+2,771
24 25
26
27 28