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
1451
$7.18K ﹤0.01%
251
1452
$7.17K ﹤0.01%
69
-21
1453
$7.16K ﹤0.01%
130
+68
1454
$7.13K ﹤0.01%
544
-4,032
1455
$7.12K ﹤0.01%
554
+7
1456
$7.08K ﹤0.01%
75
1457
$7.06K ﹤0.01%
174
1458
$7.02K ﹤0.01%
123
+1
1459
$7.01K ﹤0.01%
196
1460
$7K ﹤0.01%
185
+1
1461
$7K ﹤0.01%
78
1462
$6.91K ﹤0.01%
84
-912
1463
$6.84K ﹤0.01%
145
-1,200
1464
$6.84K ﹤0.01%
315
+2
1465
$6.82K ﹤0.01%
332
1466
$6.8K ﹤0.01%
98
1467
$6.8K ﹤0.01%
69
-43
1468
$6.75K ﹤0.01%
3,757
1469
$6.74K ﹤0.01%
80
-5
1470
$6.71K ﹤0.01%
60
-154
1471
$6.67K ﹤0.01%
187
1472
$6.65K ﹤0.01%
154
+21
1473
$6.65K ﹤0.01%
60
-14
1474
$6.62K ﹤0.01%
331
+288
1475
$6.61K ﹤0.01%
204
57 58
59
60 61