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
1526
$5.41K ﹤0.01%
+37
1527
$5.39K ﹤0.01%
26
+6
1528
$5.32K ﹤0.01%
+435
1529
$5.29K ﹤0.01%
319
-16
1530
$5.28K ﹤0.01%
101
-641
1531
$5.28K ﹤0.01%
309
1532
$5.27K ﹤0.01%
135
+89
1533
$5.26K ﹤0.01%
61
-9
1534
$5.21K ﹤0.01%
166
+47
1535
$5.21K ﹤0.01%
124
-32
1536
$5.18K ﹤0.01%
105
+65
1537
$5.15K ﹤0.01%
87
+6
1538
$5.09K ﹤0.01%
+435
1539
$5.08K ﹤0.01%
199
1540
$5.07K ﹤0.01%
203
+26
1541
$5.05K ﹤0.01%
112
1542
$5.05K ﹤0.01%
111
1543
$5.03K ﹤0.01%
286
1544
$4.97K ﹤0.01%
235
1545
$4.93K ﹤0.01%
122
-634
1546
$4.92K ﹤0.01%
140
1547
$4.92K ﹤0.01%
65
1548
$4.9K ﹤0.01%
163
+47
1549
$4.88K ﹤0.01%
520
+400
1550
$4.87K ﹤0.01%
326
+136
60 61
62
63 64