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
$812M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,180
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$6.94M
3 +$4.02M
4
DOW icon
Dow Inc
DOW
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.15M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 6.52%
3 Financials 6.03%
4 Technology 5.85%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$69K 0.01%
5,479
+246
727
$69K 0.01%
2,643
728
$68.5K 0.01%
2,498
729
$68.1K 0.01%
5,792
-287
730
$68K 0.01%
973
+52
731
$67.6K 0.01%
1,018
-5,992
732
$67.4K 0.01%
2,131
+63
733
$67.1K 0.01%
696
734
$67K 0.01%
806
-87
735
$66.5K 0.01%
876
736
$66.4K 0.01%
1,336
+88
737
$66.3K 0.01%
15,085
-2,203
738
$66K 0.01%
94
+60
739
$65.9K 0.01%
4,793
-1,807
740
$65.6K 0.01%
1,029
+57
741
$65.5K 0.01%
1,336
-14
742
$65.1K 0.01%
1,083
+956
743
$65K 0.01%
2,077
+76
744
$64.7K 0.01%
768
-4
745
$64.6K 0.01%
9,611
746
$64.4K 0.01%
2,960
+1,472
747
$64.3K 0.01%
3,170
+10
748
$64K 0.01%
1,111
+16
749
$63.9K 0.01%
13,687
+1,457
750
$63.8K 0.01%
233
+4