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
1726
$2.53K ﹤0.01%
23
+7
1727
$2.5K ﹤0.01%
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1728
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1730
$2.46K ﹤0.01%
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+1
1731
$2.44K ﹤0.01%
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1732
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1733
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1734
$2.43K ﹤0.01%
328
+110
1735
$2.4K ﹤0.01%
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1736
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80
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1737
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$2.39K ﹤0.01%
250
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1739
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1740
$2.39K ﹤0.01%
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1741
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1742
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1743
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1744
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1745
$2.34K ﹤0.01%
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1746
$2.34K ﹤0.01%
+27
1747
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1748
$2.32K ﹤0.01%
118
+68
1749
$2.32K ﹤0.01%
44
1750
$2.31K ﹤0.01%
23
-282