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
1901
$1.14K ﹤0.01%
44
1902
$1.14K ﹤0.01%
15
1903
$1.14K ﹤0.01%
1,000
1904
$1.13K ﹤0.01%
22
1905
$1.12K ﹤0.01%
29
1906
$1.12K ﹤0.01%
73
-56
1907
$1.12K ﹤0.01%
68
-9
1908
$1.11K ﹤0.01%
+13
1909
$1.1K ﹤0.01%
52
1910
$1.08K ﹤0.01%
81
1911
$1.08K ﹤0.01%
86
+30
1912
$1.08K ﹤0.01%
39
1913
$1.07K ﹤0.01%
18
1914
$1.06K ﹤0.01%
37
1915
$1.05K ﹤0.01%
29
1916
$1.04K ﹤0.01%
11
1917
$1.04K ﹤0.01%
11
-292
1918
$1.04K ﹤0.01%
+327
1919
$1.03K ﹤0.01%
+6
1920
$1.03K ﹤0.01%
9
1921
$1.03K ﹤0.01%
81
1922
$1.03K ﹤0.01%
13
1923
$1.01K ﹤0.01%
66
1924
$1K ﹤0.01%
44
1925
$1K ﹤0.01%
1,000