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
$725M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$1.39M
3
+$1.02M
4
SFIX icon
Stitch Fix
SFIX
+$807K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$697K

Top Sells

1
+$261M
2
+$127M
3
+$7.04M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.71M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.25M

Sector Composition

1 Healthcare 10.08%
2 Consumer Staples 6.15%
3 Technology 5.97%
4 Financials 5.86%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$49.6K 0.01%
1,334
-9
802
$49.6K 0.01%
8,743
803
$49.5K 0.01%
2,305
-188
804
$49.5K 0.01%
1,425
-10
805
$49.2K 0.01%
1,108
+29
806
$49.2K 0.01%
2,655
807
$49.1K 0.01%
708
+148
808
$48.9K 0.01%
1,946
+720
809
$48.9K 0.01%
494
+137
810
$48.9K 0.01%
946
-49
811
$48.6K 0.01%
356
-5
812
$48.6K 0.01%
934
+625
813
$48.4K 0.01%
+1,008
814
$48.3K 0.01%
1,660
+71
815
$48.3K 0.01%
473
+292
816
$48.1K 0.01%
1,775
-12
817
$47.9K 0.01%
4,193
818
$47.9K 0.01%
1,758
-276
819
$47.8K 0.01%
262
-6
820
$47.8K 0.01%
1,072
+115
821
$47.7K 0.01%
465
822
$47.7K 0.01%
1,900
823
$47.7K 0.01%
3,214
-29
824
$47.6K 0.01%
1,737
825
$47.6K 0.01%
887
-1
31 32
33
34 35