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
851
$47.7K 0.01%
298
-27
852
$47.6K 0.01%
416
853
$47.5K 0.01%
2,387
+33
854
$47.4K 0.01%
363
855
$47.3K 0.01%
841
+285
856
$47K 0.01%
523
-260
857
$46.9K 0.01%
654
+309
858
$46.9K 0.01%
3,456
+82
859
$46.6K 0.01%
1,746
-236
860
$46.6K 0.01%
933
861
$46.5K 0.01%
129
-11
862
$46K 0.01%
676
863
$45.6K 0.01%
256
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864
$45.5K 0.01%
1,440
865
$45.5K 0.01%
818
866
$45.4K 0.01%
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867
$45.4K 0.01%
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$45.3K 0.01%
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869
$45.3K 0.01%
730
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$45.3K 0.01%
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$45.1K 0.01%
201
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$45.1K 0.01%
534
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$44.9K 0.01%
875
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$44.7K 0.01%
1,303
875
$44.7K 0.01%
386
-333