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
1276
$12.6K ﹤0.01%
1,018
1277
$12.6K ﹤0.01%
137
+116
1278
$12.6K ﹤0.01%
669
1279
$12.5K ﹤0.01%
258
1280
$12.4K ﹤0.01%
1,662
+39
1281
$12.3K ﹤0.01%
123
1282
$12.3K ﹤0.01%
1,876
-70
1283
$12.3K ﹤0.01%
177
1284
$12.3K ﹤0.01%
121
-106
1285
$12.2K ﹤0.01%
747
+51
1286
$12.2K ﹤0.01%
119
1287
$12K ﹤0.01%
257
+7
1288
$12K ﹤0.01%
256
+2
1289
$12K ﹤0.01%
634
-512
1290
$12K ﹤0.01%
+425
1291
$11.9K ﹤0.01%
517
1292
$11.9K ﹤0.01%
169
-16
1293
$11.9K ﹤0.01%
500
1294
$11.8K ﹤0.01%
7
1295
$11.8K ﹤0.01%
+304
1296
$11.8K ﹤0.01%
1,277
-33
1297
$11.8K ﹤0.01%
5,326
+4,730
1298
$11.7K ﹤0.01%
800
1299
$11.7K ﹤0.01%
369
+19
1300
$11.6K ﹤0.01%
259