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
$642M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,094
New
Increased
Reduced
Closed

Top Buys

1 +$6.28M
2 +$5.86M
3 +$4.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.91M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.87M

Top Sells

1 +$4.34M
2 +$3.43M
3 +$3.18M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.71M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.21M

Sector Composition

1 Consumer Staples 6.89%
2 Financials 5.67%
3 Technology 5.31%
4 Healthcare 4.76%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$6K ﹤0.01%
+58
1452
$6K ﹤0.01%
+180
1453
$6K ﹤0.01%
+69
1454
$6K ﹤0.01%
+795
1455
$6K ﹤0.01%
+192
1456
$6K ﹤0.01%
+887
1457
$6K ﹤0.01%
+157
1458
$6K ﹤0.01%
+177
1459
$6K ﹤0.01%
+126
1460
$6K ﹤0.01%
+98
1461
$6K ﹤0.01%
+332
1462
$6K ﹤0.01%
+145
1463
$6K ﹤0.01%
+142
1464
$6K ﹤0.01%
+238
1465
$6K ﹤0.01%
+86
1466
$6K ﹤0.01%
+81
1467
$6K ﹤0.01%
+81
1468
$6K ﹤0.01%
+85
1469
$6K ﹤0.01%
+264
1470
$6K ﹤0.01%
+97
1471
$6K ﹤0.01%
+75
1472
$6K ﹤0.01%
+313
1473
$6K ﹤0.01%
+250
1474
$6K ﹤0.01%
+183
1475
$6K ﹤0.01%
+70