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
$738M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,201
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$21.7M
3
+$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.3M

Top Sells

1
+$151M
2
+$30.8M
3
+$11.6M
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$8.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.76M

Sector Composition

1 Healthcare 8.81%
2 Consumer Staples 6.43%
3 Financials 5.89%
4 Technology 5.8%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$3.82K ﹤0.01%
+162
1602
$3.78K ﹤0.01%
140
+5
1603
$3.77K ﹤0.01%
342
+69
1604
$3.76K ﹤0.01%
238
1605
$3.73K ﹤0.01%
61
-1
1606
$3.7K ﹤0.01%
4
1607
$3.68K ﹤0.01%
95
+69
1608
$3.68K ﹤0.01%
+106
1609
$3.64K ﹤0.01%
250
1610
$3.61K ﹤0.01%
148
1611
$3.58K ﹤0.01%
30
+5
1612
$3.58K ﹤0.01%
53
1613
$3.55K ﹤0.01%
238
+122
1614
$3.55K ﹤0.01%
+25
1615
$3.54K ﹤0.01%
134
+4
1616
$3.53K ﹤0.01%
70
1617
$3.52K ﹤0.01%
87
+64
1618
$3.5K ﹤0.01%
813
1619
$3.5K ﹤0.01%
80
+1
1620
$3.49K ﹤0.01%
43
1621
$3.45K ﹤0.01%
141
1622
$3.43K ﹤0.01%
150
-41
1623
$3.43K ﹤0.01%
38
1624
$3.43K ﹤0.01%
54
1625
$3.41K ﹤0.01%
+56
63 64
65
66 67