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
801
$54.3K 0.01%
551
-8
802
$54.2K 0.01%
492
+2
803
$54.1K 0.01%
792
-212
804
$54K 0.01%
1,210
+730
805
$53.9K 0.01%
557
+9
806
$53.7K 0.01%
1,766
-249
807
$53.2K 0.01%
1,896
808
$53.2K 0.01%
503
809
$53.1K 0.01%
4,193
810
$53K 0.01%
1,239
-132
811
$52.9K 0.01%
1,069
-146
812
$52.6K 0.01%
+3,436
813
$52.4K 0.01%
4,513
+631
814
$52.4K 0.01%
1,192
815
$52.1K 0.01%
736
816
$52K 0.01%
1,089
+755
817
$52K 0.01%
2,270
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818
$52K 0.01%
484
+85
819
$51.9K 0.01%
304
820
$51.8K 0.01%
2,710
+39
821
$51.7K 0.01%
270
822
$51.6K 0.01%
2,005
+26
823
$51.6K 0.01%
3,542
+399
824
$51.4K 0.01%
102
-12
825
$51.4K 0.01%
475
31 32
33
34 35