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
$738M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,201
New
Increased
Reduced
Closed

Top Buys

1 +$30.8M
2 +$21.7M
3 +$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.3M

Sector Composition

1 Healthcare 8.81%
2 Consumer Staples 6.43%
3 Financials 5.89%
4 Technology 5.8%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
-317
2127
-6,900
2128
-3
2129
-120
2130
-1,550
2131
-90
2132
-2,825
2133
-14,960
2134
-461
2135
-30
2136
-295
2137
-154
2138
-300
2139
-442
2140
-14
2141
-2,000
2142
-16
2143
-56
2144
-2,152
2145
-437
2146
-153
2147
-101
2148
-100
2149
-2
2150
-51