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
2126
– –
-104
2127
– –
-167
2128
– –
-783
2129
– –
-56
2130
– –
-1,409
2131
– –
-7
2132
– –
-345
2133
– –
-28
2134
– –
-56
2135
– –
-44
2136
– –
-25
2137
– –
-96
2138
– –
-160
2139
– –
-26
2140
– –
-1,788
2141
– –
-43
2142
– –
-313
2143
– –
-151
2144
– –
-144
2145
– –
-127
2146
– –
-1,900
2147
– –
-775
2148
– –
-340
2149
– –
-120
2150
– –
-4,445