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RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.92B
1-Year Est. Return 17.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.5M
3
+$6.72M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.09M
5
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.46M

Top Sells

1
+$5.97M
2
+$5.76M
3
+$2.13M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M

Sector Composition

1 Technology 9.31%
2 Financials 5.65%
3 Healthcare 4.18%
4 Industrials 2.96%
5 Communication Services 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$119K 0.01%
10,030
627
$118K 0.01%
13,192
+395
628
$98.4K 0.01%
14,237
+397
629
$96.4K 0.01%
19,440
-4,218
630
$77K ﹤0.01%
10,141
631
$64.6K ﹤0.01%
30,628
+73
632
$41.3K ﹤0.01%
13,320
-3,159
633
$34.5K ﹤0.01%
15,468
-7,661
634
$28.4K ﹤0.01%
10,812
-2,363
635
– –
-10,216
636
– –
-1,600
637
– –
-1,837
638
– –
-4,250
639
– –
-1,361
640
– –
-10,702
641
– –
-12,479
642
– –
-10,277
643
– –
-11,065
644
– –
-4,935
645
– –
-585
646
– –
-8,408
647
– –
-1,313
648
– –
-1,366
649
– –
-13,694
650
– –
-18,398
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