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
1751
$2.12K ﹤0.01%
+42
1752
$2.12K ﹤0.01%
22
-71
1753
$2.11K ﹤0.01%
+6
1754
$2.11K ﹤0.01%
230
+27
1755
$2.09K ﹤0.01%
24
1756
$2.09K ﹤0.01%
48
1757
$2.08K ﹤0.01%
160
1758
$2.08K ﹤0.01%
76
+5
1759
$2.07K ﹤0.01%
33
1760
$2.05K ﹤0.01%
+62
1761
$2.03K ﹤0.01%
62
1762
$2.01K ﹤0.01%
123
1763
$2K ﹤0.01%
218
1764
$2K ﹤0.01%
95
1765
$1.99K ﹤0.01%
+45
1766
$1.99K ﹤0.01%
96
+15
1767
$1.99K ﹤0.01%
693
1768
$1.99K ﹤0.01%
44
+5
1769
$1.98K ﹤0.01%
24
1770
$1.98K ﹤0.01%
140
+30
1771
$1.98K ﹤0.01%
70
1772
$1.98K ﹤0.01%
27
-11
1773
$1.96K ﹤0.01%
195
1774
$1.95K ﹤0.01%
+120
1775
$1.95K ﹤0.01%
30
69 70
71
72 73