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

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
1826
$1.62K ﹤0.01%
+20
1827
$1.61K ﹤0.01%
38
1828
$1.6K ﹤0.01%
16
-45
1829
$1.6K ﹤0.01%
140
1830
$1.58K ﹤0.01%
38
1831
$1.58K ﹤0.01%
17
1832
$1.57K ﹤0.01%
51
-81
1833
$1.57K ﹤0.01%
57
1834
$1.57K ﹤0.01%
36
1835
$1.57K ﹤0.01%
507
1836
$1.56K ﹤0.01%
76
-33
1837
$1.56K ﹤0.01%
39
+4
1838
$1.55K ﹤0.01%
156
1839
$1.54K ﹤0.01%
37
1840
$1.53K ﹤0.01%
+58
1841
$1.52K ﹤0.01%
+28
1842
$1.51K ﹤0.01%
29
1843
$1.51K ﹤0.01%
+17
1844
$1.51K ﹤0.01%
8
1845
$1.5K ﹤0.01%
51
1846
$1.49K ﹤0.01%
74
+4
1847
$1.49K ﹤0.01%
1,000
1848
$1.48K ﹤0.01%
42
1849
$1.47K ﹤0.01%
46
1850
$1.47K ﹤0.01%
99
-229