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RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.92B
1-Year Est. Return 17.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.06%
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 +$29.9M
2 +$20.7M
3 +$18.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.2M

Sector Composition

1 Healthcare 8.81%
2 Consumer Staples 6.43%
3 Financials 5.89%
4 Technology 5.8%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
-364
2177
-18,774
2178
-200
2179
-18
2180
-723
2181
-284
2182
-75
2183
-574
2184
-10
2185
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2186
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2187
-293
2188
-1,307
2189
-7,412
2190
-70
2191
-237
2192
-17
2193
-52
2194
-1
2195
-676
2196
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2197
-73
2198
-41
2199
-55
2200
-17