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
$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
1926
$1.19K ﹤0.01%
+1
1927
$1.19K ﹤0.01%
+18
1928
$1.19K ﹤0.01%
55
-46
1929
$1.19K ﹤0.01%
+8
1930
$1.18K ﹤0.01%
30
1931
$1.17K ﹤0.01%
+32
1932
$1.17K ﹤0.01%
36
-29
1933
$1.17K ﹤0.01%
+106
1934
$1.15K ﹤0.01%
+23
1935
$1.15K ﹤0.01%
9
1936
$1.15K ﹤0.01%
+39
1937
$1.14K ﹤0.01%
14
-5
1938
$1.14K ﹤0.01%
37
-32
1939
$1.13K ﹤0.01%
28
-92
1940
$1.13K ﹤0.01%
31
1941
$1.13K ﹤0.01%
33
-26
1942
$1.13K ﹤0.01%
50
-14
1943
$1.12K ﹤0.01%
124
+48
1944
$1.11K ﹤0.01%
+23
1945
$1.11K ﹤0.01%
9
-2
1946
$1.09K ﹤0.01%
+65
1947
$1.08K ﹤0.01%
81
-28
1948
$1.08K ﹤0.01%
75
1949
$1.06K ﹤0.01%
48
-41
1950
$1.06K ﹤0.01%
21
-123
76 77
78
79 80