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
$725M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$1.39M
3
+$1.02M
4
SFIX icon
Stitch Fix
SFIX
+$807K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$697K

Top Sells

1
+$261M
2
+$127M
3
+$7.04M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.71M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.25M

Sector Composition

1 Healthcare 10.08%
2 Consumer Staples 6.15%
3 Technology 5.97%
4 Financials 5.86%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$3.1K ﹤0.01%
55
1677
$3.1K ﹤0.01%
31
-7
1678
$3.09K ﹤0.01%
30
-6
1679
$3.08K ﹤0.01%
+111
1680
$3.07K ﹤0.01%
57
-7
1681
$3.04K ﹤0.01%
58
-1
1682
$3.01K ﹤0.01%
84
+24
1683
$3.01K ﹤0.01%
64
-3
1684
$3K ﹤0.01%
69
-39
1685
$2.99K ﹤0.01%
51
+6
1686
$2.99K ﹤0.01%
116
-42
1687
$2.99K ﹤0.01%
74
1688
$2.98K ﹤0.01%
385
-468
1689
$2.98K ﹤0.01%
47
1690
$2.97K ﹤0.01%
225
1691
$2.96K ﹤0.01%
37
1692
$2.95K ﹤0.01%
41
-26
1693
$2.95K ﹤0.01%
36
-7
1694
$2.94K ﹤0.01%
52
1695
$2.94K ﹤0.01%
98
1696
$2.94K ﹤0.01%
118
1697
$2.93K ﹤0.01%
75
+12
1698
$2.93K ﹤0.01%
64
1699
$2.93K ﹤0.01%
41
-8
1700
$2.9K ﹤0.01%
+52
66 67
68
69 70