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
1676
$3.08K ﹤0.01%
+36
1677
$3.03K ﹤0.01%
86
-5
1678
$3.02K ﹤0.01%
20
1679
$3.01K ﹤0.01%
54
-1
1680
$3.01K ﹤0.01%
+120
1681
$3K ﹤0.01%
+6
1682
$2.99K ﹤0.01%
329
1683
$2.99K ﹤0.01%
+45
1684
$2.94K ﹤0.01%
67
1685
$2.94K ﹤0.01%
187
-42
1686
$2.93K ﹤0.01%
153
1687
$2.93K ﹤0.01%
+17
1688
$2.92K ﹤0.01%
102
-17
1689
$2.92K ﹤0.01%
95
+1
1690
$2.91K ﹤0.01%
+613
1691
$2.91K ﹤0.01%
14
+6
1692
$2.89K ﹤0.01%
+49
1693
$2.89K ﹤0.01%
58
-23
1694
$2.88K ﹤0.01%
+90
1695
$2.88K ﹤0.01%
30
1696
$2.84K ﹤0.01%
67
+21
1697
$2.84K ﹤0.01%
+47
1698
$2.84K ﹤0.01%
40
1699
$2.83K ﹤0.01%
86
+1
1700
$2.83K ﹤0.01%
859
66 67
68
69 70