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
$1.58B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$9.48M
2 +$7.39M
3 +$5.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.53M

Sector Composition

1 Technology 8.8%
2 Financials 5.93%
3 Healthcare 4.44%
4 Industrials 2.86%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-3,283