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
$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
976
$29.1K ﹤0.01%
1,456
+4
977
$29K ﹤0.01%
853
+511
978
$28.9K ﹤0.01%
397
+301
979
$28.8K ﹤0.01%
507
-106
980
$28.7K ﹤0.01%
367
-489
981
$28.6K ﹤0.01%
247
-20
982
$28.6K ﹤0.01%
1,324
+857
983
$28.4K ﹤0.01%
190
-8
984
$28.4K ﹤0.01%
83
+50
985
$28.3K ﹤0.01%
800
+45
986
$28.3K ﹤0.01%
1,368
-425
987
$28.2K ﹤0.01%
804
+128
988
$28.2K ﹤0.01%
676
-35
989
$28K ﹤0.01%
1,287
-61
990
$28K ﹤0.01%
663
+120
991
$28K ﹤0.01%
572
+67
992
$27.9K ﹤0.01%
363
+65
993
$27.8K ﹤0.01%
+1,692
994
$27.8K ﹤0.01%
567
995
$27.8K ﹤0.01%
327
+246
996
$27.6K ﹤0.01%
1,300
+404
997
$27.4K ﹤0.01%
496
998
$27.4K ﹤0.01%
459
+6
999
$27.4K ﹤0.01%
1,302
-30
1000
$27.4K ﹤0.01%
4,082
+108
38 39
40
41 42