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
1476
$6.61K ﹤0.01%
190
1477
$6.58K ﹤0.01%
242
+68
1478
$6.55K ﹤0.01%
342
-877
1479
$6.48K ﹤0.01%
85
+46
1480
$6.42K ﹤0.01%
309
1481
$6.4K ﹤0.01%
441
+294
1482
$6.36K ﹤0.01%
+493
1483
$6.36K ﹤0.01%
315
1484
$6.33K ﹤0.01%
+300
1485
$6.27K ﹤0.01%
84
-559
1486
$6.24K ﹤0.01%
395
1487
$6.23K ﹤0.01%
228
-17
1488
$6.22K ﹤0.01%
45
+12
1489
$6.21K ﹤0.01%
238
1490
$6.18K ﹤0.01%
108
+54
1491
$6.1K ﹤0.01%
299
+213
1492
$6.05K ﹤0.01%
105
1493
$6.04K ﹤0.01%
142
1494
$6.01K ﹤0.01%
247
1495
$5.98K ﹤0.01%
79
+1
1496
$5.97K ﹤0.01%
1,404
+1,204
1497
$5.95K ﹤0.01%
990
+877
1498
$5.93K ﹤0.01%
328
1499
$5.88K ﹤0.01%
+98
1500
$5.86K ﹤0.01%
356
+225
58 59
60
61 62