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
$689M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,326
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.58M
3
+$4.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.15M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.64M

Top Sells

1
+$2.22M
2
+$1.62M
3
+$1.62M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.22M

Sector Composition

1 Consumer Staples 6.25%
2 Financials 6.03%
3 Technology 5.51%
4 Healthcare 4.59%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$38.5K 0.01%
161
+20
877
$38.4K 0.01%
1,910
+1,386
878
$38.3K 0.01%
1,737
-1,694
879
$38.2K 0.01%
605
880
$38.1K 0.01%
1,599
-469
881
$38K 0.01%
4,730
+2,813
882
$37.9K 0.01%
735
-2,292
883
$37.5K 0.01%
1,176
-137
884
$37.4K 0.01%
709
+137
885
$37.2K 0.01%
129
+9
886
$37K 0.01%
717
-120
887
$36.6K 0.01%
1,988
888
$36.6K 0.01%
1,244
-25
889
$36.5K 0.01%
1,582
-594
890
$36.4K 0.01%
183
891
$36.4K 0.01%
804
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$36.3K 0.01%
888
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893
$36.2K 0.01%
1,247
+193
894
$36.1K 0.01%
809
+48
895
$36K 0.01%
217
896
$35.9K 0.01%
1,065
+2
897
$35.9K 0.01%
840
+48
898
$35.8K 0.01%
470
-25
899
$35.8K 0.01%
2,913
-1,357
900
$35.7K 0.01%
9
+7
34 35
36
37 38