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

Top Sells

1
+$11.1M
2
+$3.6M
3
+$2.56M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$938K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$903K

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
751
$63.6K 0.01%
513
+123
752
$63.6K 0.01%
4,082
+57
753
$63.3K 0.01%
1,286
-62
754
$63.2K 0.01%
2,398
+781
755
$63.1K 0.01%
5,893
+206
756
$63.1K 0.01%
965
+454
757
$62.8K 0.01%
852
758
$62.6K 0.01%
3,133
-10
759
$62.5K 0.01%
837
-8
760
$62.2K 0.01%
345
+36
761
$62.1K 0.01%
398
762
$62.1K 0.01%
2,213
+140
763
$61.9K 0.01%
1,206
764
$61.6K 0.01%
366
765
$61.2K 0.01%
1,075
-8,040
766
$60.9K 0.01%
558
-1,796
767
$60.8K 0.01%
2,380
+510
768
$60.8K 0.01%
290
-20
769
$60.7K 0.01%
1,149
+11
770
$60.5K 0.01%
262
771
$60.4K 0.01%
596
+15
772
$59.9K 0.01%
439
-1,361
773
$59.6K 0.01%
1,194
+15
774
$59.6K 0.01%
8,743
775
$59.6K 0.01%
569
+30
29 30
31
32 33