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
926
$39.5K ﹤0.01%
417
+379
927
$39.4K ﹤0.01%
+1,089
928
$39.3K ﹤0.01%
150
-378
929
$38.9K ﹤0.01%
1,360
+3
930
$38.9K ﹤0.01%
813
+57
931
$38.4K ﹤0.01%
1,525
+418
932
$38.3K ﹤0.01%
249
+10
933
$38.2K ﹤0.01%
719
-29
934
$38.1K ﹤0.01%
1,903
+458
935
$38.1K ﹤0.01%
1,835
-136
936
$38K ﹤0.01%
592
+173
937
$37.9K ﹤0.01%
118
+1
938
$37.8K ﹤0.01%
729
-149
939
$37.8K ﹤0.01%
+800
940
$37.7K ﹤0.01%
2,108
+120
941
$37.6K ﹤0.01%
635
+30
942
$37.5K ﹤0.01%
485
943
$37.4K ﹤0.01%
1,059
-73
944
$37.3K ﹤0.01%
663
-146
945
$36.9K ﹤0.01%
437
+5
946
$36.8K ﹤0.01%
385
-7
947
$36.3K ﹤0.01%
784
+9
948
$36.1K ﹤0.01%
312
949
$36K ﹤0.01%
5,106
-1,018
950
$36K ﹤0.01%
445
-112