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
1151
$19.4K ﹤0.01%
603
1152
$19.3K ﹤0.01%
759
1153
$19.3K ﹤0.01%
350
+48
1154
$19.2K ﹤0.01%
866
1155
$19.1K ﹤0.01%
586
1156
$19.1K ﹤0.01%
240
+19
1157
$19.1K ﹤0.01%
345
1158
$19.1K ﹤0.01%
298
+135
1159
$19K ﹤0.01%
897
1160
$19K ﹤0.01%
396
-233
1161
$18.8K ﹤0.01%
+1,640
1162
$18.8K ﹤0.01%
880
-1,558
1163
$18.7K ﹤0.01%
+284
1164
$18.7K ﹤0.01%
1,355
1165
$18.6K ﹤0.01%
454
+68
1166
$18.6K ﹤0.01%
1,829
+159
1167
$18.5K ﹤0.01%
604
+35
1168
$18.4K ﹤0.01%
501
+134
1169
$18.3K ﹤0.01%
210
1170
$18.2K ﹤0.01%
841
+11
1171
$18.2K ﹤0.01%
135
1172
$18K ﹤0.01%
573
1173
$18K ﹤0.01%
117
-8
1174
$18K ﹤0.01%
908
+647
1175
$17.8K ﹤0.01%
1,527
-34