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
1551
$5.17K ﹤0.01%
544
+314
1552
$5.17K ﹤0.01%
438
1553
$5.14K ﹤0.01%
107
-25
1554
$5.12K ﹤0.01%
138
1555
$5.07K ﹤0.01%
300
1556
$5.06K ﹤0.01%
440
+123
1557
$5.05K ﹤0.01%
1,000
1558
$5.04K ﹤0.01%
1,190
-3,315
1559
$5.02K ﹤0.01%
242
1560
$5.02K ﹤0.01%
79
-52
1561
$5K ﹤0.01%
716
+44
1562
$4.93K ﹤0.01%
177
1563
$4.93K ﹤0.01%
45
1564
$4.91K ﹤0.01%
135
+45
1565
$4.88K ﹤0.01%
26
1566
$4.87K ﹤0.01%
38
1567
$4.85K ﹤0.01%
71
+29
1568
$4.8K ﹤0.01%
+74
1569
$4.8K ﹤0.01%
140
1570
$4.78K ﹤0.01%
327
1571
$4.78K ﹤0.01%
167
+32
1572
$4.76K ﹤0.01%
100
1573
$4.74K ﹤0.01%
53
1574
$4.71K ﹤0.01%
202
+69
1575
$4.68K ﹤0.01%
4