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
676
$76.5K 0.01%
+1,557
677
$75.8K 0.01%
702
-15
678
$75.6K 0.01%
456
+85
679
$75.4K 0.01%
+1,600
680
$75.3K 0.01%
1,027
-909
681
$75K 0.01%
4,062
-193
682
$74.8K 0.01%
2,643
-1,788
683
$74.3K 0.01%
598
+79
684
$74K 0.01%
2,250
+252
685
$73.5K 0.01%
383
-26
686
$72.9K 0.01%
1,238
+101
687
$72.9K 0.01%
6,079
-800
688
$72.8K 0.01%
5,364
689
$72.5K 0.01%
+893
690
$71.6K 0.01%
1,000
-115
691
$71.5K 0.01%
649
+14
692
$71.5K 0.01%
1,215
+32
693
$71.4K 0.01%
2,498
694
$71.2K 0.01%
3,199
695
$71K 0.01%
595
-76
696
$71K 0.01%
592
-26
697
$71K 0.01%
1,039
698
$71K 0.01%
+1,633
699
$71K 0.01%
2,001
-119
700
$70.9K 0.01%
17,288
-11,788
26 27
28
29 30