RCAG
Rehmann Capital Advisory Group Portfolio holdings
AUM
$1.65B
1-Year Return
14.09%
This Quarter Return
+11.71%
1 Year Return
+14.09%
3 Year Return
+52.7%
5 Year Return
+82.16%
10 Year Return
–
AUM
$738M
AUM Growth
+$71.5M
(+11%)
Cap. Flow
+$54.6M
Cap. Flow
% of AUM
7.39%
Top 10 Holdings %
Top 10 Hldgs %
30.99%
Holding
2,201
New
367
Increased
704
Reduced
492
Closed
115
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$30.8M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$21.7M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$19.2M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$15.8M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$14.3M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.81% |
| 2 | Consumer Staples | 6.43% |
| 3 | Financials | 5.89% |
| 4 | Technology | 5.8% |
| 5 | Industrials | 3.11% |
