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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
$1.83B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.5M
3
+$6.72M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.09M
5
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.46M

Top Sells

1
+$5.97M
2
+$5.76M
3
+$2.13M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M

Sector Composition

1 Technology 9.31%
2 Financials 5.65%
3 Healthcare 4.18%
4 Industrials 2.96%
5 Communication Services 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.2M 0.07%
8,475
-493
202
$1.2M 0.07%
10,159
+1,381
203
$1.18M 0.06%
8,790
+48
204
$1.17M 0.06%
+56,760
205
$1.16M 0.06%
+10,441
206
$1.14M 0.06%
26,820
+3,500
207
$1.13M 0.06%
12,894
-120
208
$1.13M 0.06%
94,676
+1,705
209
$1.12M 0.06%
6,681
-70
210
$1.12M 0.06%
70,433
+629
211
$1.12M 0.06%
4,759
-101
212
$1.12M 0.06%
13,757
-990
213
$1.11M 0.06%
7,323
-2
214
$1.11M 0.06%
5,734
-2,102
215
$1.1M 0.06%
8,020
+274
216
$1.1M 0.06%
9,140
-182
217
$1.1M 0.06%
36,488
+4,662
218
$1.1M 0.06%
2,404
-82
219
$1.09M 0.06%
6,940
+430
220
$1.07M 0.06%
5,099
-66
221
$1.06M 0.06%
19,499
+9,777
222
$1.05M 0.06%
5,702
+709
223
$1.04M 0.06%
8,402
+523
224
$1.03M 0.06%
12,174
+1,764
225
$1.03M 0.06%
72,777
+3,799
7 8
9
10 11