RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.83B
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
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
776
$56.4K 0.01%
+1,206
777
$56.3K 0.01%
+1,783
778
$55.8K 0.01%
2,073
+1,933
779
$55.4K 0.01%
921
-247
780
$55K 0.01%
+2,226
781
$54.9K 0.01%
490
+7
782
$54.8K 0.01%
521
783
$54.7K 0.01%
2,097
+194
784
$54.5K 0.01%
1,896
+30
785
$54.2K 0.01%
465
786
$53.3K 0.01%
2,090
+20
787
$53.1K 0.01%
2,273
-27
788
$52.9K 0.01%
262
789
$52.9K 0.01%
972
+172
790
$52.6K 0.01%
933
791
$52.6K 0.01%
12,230
+3,430
792
$52.2K 0.01%
366
793
$52.2K 0.01%
+1,982
794
$52.1K 0.01%
548
-57
795
$52.1K 0.01%
1,727
-73
796
$52K 0.01%
1,123
797
$52K 0.01%
775
798
$51.7K 0.01%
1,248
+155
799
$51.7K 0.01%
985
-133
800
$51.7K 0.01%
114
+23
30 31
32
33 34