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
1201
$16K ﹤0.01%
2,017
1202
$16K ﹤0.01%
150
1203
$16K ﹤0.01%
379
+34
1204
$15.9K ﹤0.01%
754
+49
1205
$15.9K ﹤0.01%
302
-79
1206
$15.8K ﹤0.01%
123
+37
1207
$15.8K ﹤0.01%
+935
1208
$15.7K ﹤0.01%
302
+1
1209
$15.7K ﹤0.01%
551
+39
1210
$15.7K ﹤0.01%
92
+4
1211
$15.7K ﹤0.01%
23
1212
$15.6K ﹤0.01%
822
+531
1213
$15.6K ﹤0.01%
467
+208
1214
$15.5K ﹤0.01%
710
+32
1215
$15.5K ﹤0.01%
422
1216
$15.5K ﹤0.01%
114
+3
1217
$15.5K ﹤0.01%
444
1218
$15.4K ﹤0.01%
120
1219
$15.3K ﹤0.01%
433
1220
$15.2K ﹤0.01%
1,079
1221
$15.1K ﹤0.01%
123
+23
1222
$15K ﹤0.01%
362
+35
1223
$14.9K ﹤0.01%
343
-1
1224
$14.9K ﹤0.01%
398
1225
$14.8K ﹤0.01%
478
+14