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
1176
$17.8K ﹤0.01%
700
1177
$17.8K ﹤0.01%
716
-90
1178
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464
+1
1179
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+49
1180
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1181
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1182
$17.4K ﹤0.01%
670
1183
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4,019
1184
$17.3K ﹤0.01%
475
-2,209
1185
$17.3K ﹤0.01%
339
-56
1186
$17.3K ﹤0.01%
1,276
1187
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+281
1188
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+180
1189
$17K ﹤0.01%
229
1190
$16.9K ﹤0.01%
1,200
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1191
$16.9K ﹤0.01%
5
1192
$16.7K ﹤0.01%
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1193
$16.6K ﹤0.01%
104
+61
1194
$16.6K ﹤0.01%
520
1195
$16.4K ﹤0.01%
+400
1196
$16.3K ﹤0.01%
279
1197
$16.2K ﹤0.01%
477
-58
1198
$16.1K ﹤0.01%
376
1199
$16.1K ﹤0.01%
646
1200
$16.1K ﹤0.01%
195