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
1076
$25.4K ﹤0.01%
473
-83
1077
$25.3K ﹤0.01%
630
1078
$24.7K ﹤0.01%
713
-359
1079
$24.6K ﹤0.01%
+416
1080
$24.4K ﹤0.01%
676
1081
$24.3K ﹤0.01%
+410
1082
$24.2K ﹤0.01%
1,862
-858
1083
$24.2K ﹤0.01%
722
1084
$24K ﹤0.01%
+1,525
1085
$23.9K ﹤0.01%
4,713
+78
1086
$23.9K ﹤0.01%
1,962
+24
1087
$23.8K ﹤0.01%
280
+2
1088
$23.7K ﹤0.01%
597
1089
$23.7K ﹤0.01%
406
+2
1090
$23.7K ﹤0.01%
1,280
-80
1091
$23.6K ﹤0.01%
426
+21
1092
$23.5K ﹤0.01%
1,725
1093
$23.4K ﹤0.01%
654
-88
1094
$23.4K ﹤0.01%
2,000
1095
$23.4K ﹤0.01%
1,033
+252
1096
$23.3K ﹤0.01%
487
-40
1097
$23.3K ﹤0.01%
520
-113
1098
$23.2K ﹤0.01%
855
1099
$23.2K ﹤0.01%
299
1100
$23K ﹤0.01%
4,138
-278