RCAG
Rehmann Capital Advisory Group Portfolio holdings
AUM
$1.65B
1-Year Return
14.09%
This Quarter Return
+3.29%
1 Year Return
+14.09%
3 Year Return
+52.7%
5 Year Return
+82.16%
10 Year Return
–
AUM
$812M
AUM Growth
+$74.2M
(+10%)
Cap. Flow
+$54.9M
Cap. Flow
% of AUM
6.77%
Top 10 Holdings %
Top 10 Hldgs %
30.37%
Holding
2,180
New
93
Increased
796
Reduced
439
Closed
109
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$13.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.94M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$4.02M |
| 4 |
Dow Inc
DOW
|
+$3.51M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.15M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.46% |
| 2 | Consumer Staples | 6.52% |
| 3 | Financials | 6.03% |
| 4 | Technology | 5.85% |
| 5 | Industrials | 3.01% |