RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.83B
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,326
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.58M
3
+$4.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.15M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.64M

Top Sells

1
+$2.22M
2
+$1.62M
3
+$1.62M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.22M

Sector Composition

1 Consumer Staples 6.25%
2 Financials 6.03%
3 Technology 5.51%
4 Healthcare 4.59%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$1.64K ﹤0.01%
+34
1852
$1.64K ﹤0.01%
34
1853
$1.63K ﹤0.01%
31
-25
1854
$1.61K ﹤0.01%
+64
1855
$1.6K ﹤0.01%
24
-18
1856
$1.6K ﹤0.01%
21
-15
1857
$1.6K ﹤0.01%
507
1858
$1.59K ﹤0.01%
115
1859
$1.58K ﹤0.01%
39
-106
1860
$1.57K ﹤0.01%
+116
1861
$1.56K ﹤0.01%
+35
1862
$1.56K ﹤0.01%
+42
1863
$1.55K ﹤0.01%
17
-15
1864
$1.54K ﹤0.01%
36
-3,589
1865
$1.54K ﹤0.01%
+41
1866
$1.54K ﹤0.01%
+22
1867
$1.53K ﹤0.01%
+49
1868
$1.53K ﹤0.01%
25
-8
1869
$1.51K ﹤0.01%
104
1870
$1.51K ﹤0.01%
37
-33
1871
$1.51K ﹤0.01%
429
+372
1872
$1.49K ﹤0.01%
26
1873
$1.49K ﹤0.01%
33
-26
1874
$1.48K ﹤0.01%
+69
1875
$1.47K ﹤0.01%
36
+6
73 74
75
76 77