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
1851
$1.47K ﹤0.01%
34
1852
$1.47K ﹤0.01%
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1853
$1.47K ﹤0.01%
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1854
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1855
$1.46K ﹤0.01%
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1856
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30
-77
1857
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+1
1858
$1.44K ﹤0.01%
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1859
$1.44K ﹤0.01%
66
1860
$1.43K ﹤0.01%
27
-9
1861
$1.42K ﹤0.01%
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1862
$1.39K ﹤0.01%
28
1863
$1.39K ﹤0.01%
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1864
$1.38K ﹤0.01%
51
1865
$1.37K ﹤0.01%
25
1866
$1.36K ﹤0.01%
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1867
$1.36K ﹤0.01%
23
-132
1868
$1.35K ﹤0.01%
+77
1869
$1.35K ﹤0.01%
5
1870
$1.32K ﹤0.01%
118
+29
1871
$1.32K ﹤0.01%
16
1872
$1.3K ﹤0.01%
44
1873
$1.3K ﹤0.01%
633
1874
$1.3K ﹤0.01%
42
1875
$1.3K ﹤0.01%
24
73 74
75
76 77