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
$689M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,326
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.58M
3
+$4.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.15M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.64M

Top Sells

1
+$2.22M
2
+$1.62M
3
+$1.62M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.22M

Sector Composition

1 Consumer Staples 6.25%
2 Financials 6.03%
3 Technology 5.51%
4 Healthcare 4.59%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$9.07K ﹤0.01%
444
1377
$9.06K ﹤0.01%
191
1378
$9.03K ﹤0.01%
630
1379
$8.96K ﹤0.01%
928
1380
$8.85K ﹤0.01%
610
1381
$8.81K ﹤0.01%
465
+49
1382
$8.79K ﹤0.01%
386
1383
$8.78K ﹤0.01%
259
+159
1384
$8.76K ﹤0.01%
250
1385
$8.73K ﹤0.01%
166
+18
1386
$8.72K ﹤0.01%
145
-15
1387
$8.7K ﹤0.01%
189
-3,121
1388
$8.68K ﹤0.01%
+700
1389
$8.67K ﹤0.01%
356
1390
$8.66K ﹤0.01%
134
-7
1391
$8.65K ﹤0.01%
45
1392
$8.64K ﹤0.01%
41
+27
1393
$8.62K ﹤0.01%
126
1394
$8.62K ﹤0.01%
107
+10
1395
$8.62K ﹤0.01%
300
1396
$8.59K ﹤0.01%
214
-108
1397
$8.57K ﹤0.01%
402
1398
$8.57K ﹤0.01%
1,300
+500
1399
$8.51K ﹤0.01%
675
+30
1400
$8.48K ﹤0.01%
321
-16
54 55
56
57 58