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RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.92B
1-Year Est. Return 17.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.5M
3
+$6.72M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.09M
5
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.46M

Top Sells

1
+$5.97M
2
+$5.76M
3
+$2.13M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M

Sector Composition

1 Technology 9.31%
2 Financials 5.65%
3 Healthcare 4.18%
4 Industrials 2.96%
5 Communication Services 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.94M 0.16%
+20,886
102
$2.93M 0.16%
67,970
-657
103
$2.91M 0.16%
+17,416
104
$2.88M 0.16%
17,408
+1,631
105
$2.83M 0.15%
18,248
+2,157
106
$2.79M 0.15%
145,367
+9,599
107
$2.75M 0.15%
3,457
+286
108
$2.72M 0.15%
+12,260
109
$2.64M 0.14%
57,633
-451
110
$2.6M 0.14%
12,030
+266
111
$2.55M 0.14%
5,098
+137
112
$2.54M 0.14%
30,360
-2,844
113
$2.48M 0.14%
95,881
-1,821
114
$2.47M 0.14%
77,569
+5,309
115
$2.44M 0.13%
5,164
-2,476
116
$2.43M 0.13%
8,012
-240
117
$2.38M 0.13%
6,970
+212
118
$2.35M 0.13%
34,385
+37
119
$2.3M 0.13%
17,283
+37
120
$2.29M 0.13%
+20,041
121
$2.28M 0.12%
21,813
-1,153
122
$2.25M 0.12%
12,316
+148
123
$2.2M 0.12%
39,754
+10,611
124
$2.17M 0.12%
26,146
+710
125
$2.17M 0.12%
7,164
+18
3 4
5
6 7