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
$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
2101
-115
2102
-103
2103
-64
2104
-6
2105
-17
2106
-238
2107
-140
2108
-56
2109
-58
2110
-30
2111
-31
2112
0
2113
-4
2114
0
2115
-14
2116
-148
2117
-89
2118
-204
2119
-189
2120
-162
2121
-58
2122
-859
2123
-413
2124
-235
2125
-18