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

Top Sells

1
+$11.1M
2
+$3.6M
3
+$2.56M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$938K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$903K

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
1826
$1.6K ﹤0.01%
140
1827
$1.6K ﹤0.01%
77
1828
$1.59K ﹤0.01%
33
1829
$1.58K ﹤0.01%
25
1830
$1.58K ﹤0.01%
36
1831
$1.58K ﹤0.01%
613
1832
$1.58K ﹤0.01%
29
1833
$1.58K ﹤0.01%
507
1834
$1.57K ﹤0.01%
51
1835
$1.57K ﹤0.01%
29
1836
$1.57K ﹤0.01%
+24
1837
$1.56K ﹤0.01%
58
1838
$1.56K ﹤0.01%
41
1839
$1.52K ﹤0.01%
20
1840
$1.52K ﹤0.01%
28
1841
$1.51K ﹤0.01%
26
1842
$1.5K ﹤0.01%
34
1843
$1.49K ﹤0.01%
37
1844
$1.48K ﹤0.01%
96
+22
1845
$1.48K ﹤0.01%
4
-3
1846
$1.48K ﹤0.01%
13
-11
1847
$1.47K ﹤0.01%
70
+1
1848
$1.46K ﹤0.01%
31
1849
$1.44K ﹤0.01%
30
1850
$1.44K ﹤0.01%
25
72 73
74
75 76