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

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
1876
$1.29K ﹤0.01%
137
+123
1877
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1878
$1.28K ﹤0.01%
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1880
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1881
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1883
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1887
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146
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1888
$1.22K ﹤0.01%
53
-1,141
1889
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1890
$1.22K ﹤0.01%
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+10
1891
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1892
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1893
$1.19K ﹤0.01%
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1894
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1895
$1.18K ﹤0.01%
+24
1896
$1.17K ﹤0.01%
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1897
$1.17K ﹤0.01%
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1898
$1.16K ﹤0.01%
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1899
$1.15K ﹤0.01%
+63
1900
$1.15K ﹤0.01%
25