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
1401
$8.4K ﹤0.01%
558
1402
$8.36K ﹤0.01%
289
1403
$8.34K ﹤0.01%
440
+307
1404
$8.31K ﹤0.01%
205
1405
$8.3K ﹤0.01%
757
1406
$8.28K ﹤0.01%
302
+96
1407
$8.26K ﹤0.01%
250
1408
$8.23K ﹤0.01%
62
-14
1409
$8.22K ﹤0.01%
610
1410
$8.22K ﹤0.01%
346
1411
$8.15K ﹤0.01%
246
1412
$8.11K ﹤0.01%
272
1413
$8.11K ﹤0.01%
55
+37
1414
$8.05K ﹤0.01%
44
+17
1415
$8.04K ﹤0.01%
283
+62
1416
$8.02K ﹤0.01%
350
1417
$7.92K ﹤0.01%
46
+2
1418
$7.9K ﹤0.01%
42
1419
$7.89K ﹤0.01%
387
1420
$7.87K ﹤0.01%
381
1421
$7.86K ﹤0.01%
54
1422
$7.75K ﹤0.01%
78
+1
1423
$7.63K ﹤0.01%
32
+4
1424
$7.63K ﹤0.01%
363
1425
$7.6K ﹤0.01%
304
-121