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RCAG

Rehmann Capital Advisory Group Portfolio holdings

AUM $1.92B
1-Year Est. Return 16.97%
This Fund
S&P 500
This Quarter Est. Return
-1.17%
1 Year Est. Return
+16.97%
3 Year Est. Return
+51.41%
5 Year Est. Return
+57.24%
10 Year Est. Return
AUM
$642M
AUM Growth
+$49.5M
Cap. Flow
+$61.2M
Cap. Flow %
9.52%
Top 10 Hldgs %
31.11%
Holding
2,094
New
1,700
Increased
157
Reduced
197
Closed
8
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$190B
$31.6M 4.93%
480,376
+59,317
+14% +$3.98M
PEP icon
2
PepsiCo
PEP
$190B
$28.9M 4.5%
264,561
+1,011
+0.4% +$115K
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$73.8B
$27.7M 4.32%
715,716
+9,600
+1% +$383K
IVE icon
4
iShares S&P 500 Value ETF
IVE
$49B
$23.3M 3.62%
212,753
+13,073
+7% +$1.49M
ITOT icon
5
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$22.6M 3.51%
373,103
-31,062
-8% -$1.94M
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$14.1M 2.19%
241,293
+11,967
+5% +$708K
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$137B
$13.5M 2.11%
126,262
+6,835
+6% +$734K
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$109B
$13M 2.02%
168,509
+7,899
+5% +$615K
DD icon
9
DuPont de Nemours
DD
$18.5B
$12.6M 1.96%
77,929
-3,477
-4% -$629K
FVD icon
10
First Trust Value Line Dividend Fund
FVD
$8.32B
$12.6M 1.96%
420,251
-90,727
-18% -$2.76M
IVV icon
11
iShares Core S&P 500 ETF
IVV
$878B
$12.4M 1.93%
46,620
-433
-0.9% -$119K
IJH icon
12
iShares Core S&P Mid-Cap ETF
IJH
$122B
$11M 1.72%
294,080
+14,870
+5% +$569K
BNDX icon
13
Vanguard Total International Bond ETF
BNDX
$81.9B
$10.8M 1.68%
197,010
+70,641
+56% +$3.83M
AAPL icon
14
Apple
AAPL
$4.54T
$6.9M 1.07%
164,596
-9,232
-5% -$397K
BOND icon
15
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
$6.28M 0.98%
+60,290
New +$6.29M
EFA icon
16
iShares MSCI EAFE ETF
EFA
$78B
$6.16M 0.96%
88,377
+8,706
+11% +$621K
IJJ icon
17
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$6.04M 0.94%
78,176
+8,694
+13% +$689K
FVC icon
18
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$104M
$5.86M 0.91%
+219,470
New +$5.98M
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$111B
$5.81M 0.9%
57,492
-1,337
-2% -$139K
IWF icon
20
iShares Russell 1000 Growth ETF
IWF
$121B
$5.49M 0.85%
161,396
-1,452
-0.9% -$50.9K
HYG icon
21
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$5.44M 0.85%
63,486
-25,515
-29% -$2.2M
IWD icon
22
iShares Russell 1000 Value ETF
IWD
$82.2B
$5.06M 0.79%
42,195
+4,210
+11% +$525K
VCIT icon
23
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$4.9M 0.76%
57,721
+533
+0.9% +$45.5K
LDUR icon
24
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$4.84M 0.75%
+48,417
New +$4.84M
JNJ icon
25
Johnson & Johnson
JNJ
$618B
$4.65M 0.72%
36,304
+3,275
+10% +$443K

Similar funds

Rehmann Capital Advisory Group's Q1 2018 Portfolio in Review

As of Q1 2018, Rehmann Capital Advisory Group held 2,094 positions worth $642M, up 8.4% from $593M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Rehmann Capital Advisory Group deployed $61.2M of net new capital in Q1 2018, opening 1,700 new positions and adding to 157 existing holdings. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 60,290 shares worth $6.28M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.9% of assets, down from 7.7% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was iShares Core 1-5 Year USD Bond ETF, an estimated $4.34M trimmed.

  • Rehmann Capital Advisory Group's largest Q1 2018 buy was PIMCO Active Bond Exchange-Traded Fund: 60,290 shares worth $6.28M.
  • Rehmann Capital Advisory Group added most to iShares Core MSCI EAFE ETF in Q1 2018, an estimated $3.98M increase.
  • Rehmann Capital Advisory Group's biggest Q1 2018 reduction was iShares Core 1-5 Year USD Bond ETF, cutting an estimated $4.34M.
  • Rehmann Capital Advisory Group fully exited Insulet in Q1 2018, selling an estimated $375K.
  • Rehmann Capital Advisory Group's ten largest holdings make up 31% of its $642M portfolio in Q1 2018.
  • Rehmann Capital Advisory Group opened 1,700 new positions and closed 8 in Q1 2018.
  • Rehmann Capital Advisory Group's portfolio value rose 8.4% quarter-over-quarter to $642M.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2018, filed 24 Apr 2018.