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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
+6.11%
1 Year Est. Return
+16.97%
3 Year Est. Return
+51.41%
5 Year Est. Return
+57.24%
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$87.2M
Cap. Flow
+$36.7M
Cap. Flow %
3.46%
Top 10 Hldgs %
30.24%
Holding
583
New
27
Increased
247
Reduced
213
Closed
37

Sector Composition

Rank Sector Weight
1 Technology 6.93%
2 Healthcare 6.28%
3 Financials 5.51%
4 Industrials 3.13%
5 Consumer Discretionary 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$190B
$55.2M 5.19%
825,131
+47,322
+6% +$3.1M
IVW icon
2
iShares S&P 500 Growth ETF
IVW
$73.8B
$51.9M 4.88%
811,796
+91,013
+13% +$5.56M
IVE icon
3
iShares S&P 500 Value ETF
IVE
$49B
$46.5M 4.37%
306,255
+26,196
+9% +$3.96M
ITOT icon
4
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$33M 3.1%
364,411
+2,171
+0.6% +$193K
IVV icon
5
iShares Core S&P 500 ETF
IVV
$878B
$24.6M 2.31%
59,868
+11,665
+24% +$4.68M
AAPL icon
6
Apple
AAPL
$4.54T
$24M 2.26%
145,760
-1,525
-1% -$225K
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$23.5M 2.21%
481,263
+36,459
+8% +$1.79M
USMV icon
8
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$22.4M 2.11%
308,399
+258
+0.1% +$18.5K
FVD icon
9
First Trust Value Line Dividend Fund
FVD
$8.32B
$21M 1.97%
522,377
+82,475
+19% +$3.3M
SYK icon
10
Stryker
SYK
$125B
$19.5M 1.83%
68,212
+106
+0.2% +$28.1K
VCIT icon
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$18.4M 1.73%
229,269
+63,895
+39% +$5.06M
MSFT icon
12
Microsoft
MSFT
$3.45T
$14.1M 1.33%
49,053
+608
+1% +$155K
FIXD icon
13
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
$13.7M 1.29%
302,920
+53,469
+21% +$2.4M
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$109B
$13.6M 1.28%
141,134
+1,873
+1% +$187K
BNDX icon
15
Vanguard Total International Bond ETF
BNDX
$81.9B
$13.1M 1.23%
267,112
+47,060
+21% +$2.28M
IJJ icon
16
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$12.6M 1.18%
122,406
+555
+0.5% +$59.3K
DFAC icon
17
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$12.4M 1.17%
487,178
+48,577
+11% +$1.23M
VTIP icon
18
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$11.9M 1.12%
249,543
+1,436
+0.6% +$67.6K
MDYG icon
19
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
$11.4M 1.08%
167,260
+11,339
+7% +$774K
EFAV icon
20
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.34B
$11.3M 1.06%
167,250
-1,318
-0.8% -$86.8K
MBB icon
21
iShares MBS ETF
MBB
$38.9B
$9.83M 0.92%
103,809
+16,076
+18% +$1.52M
VIG icon
22
Vanguard Dividend Appreciation ETF
VIG
$111B
$8.96M 0.84%
58,201
+762
+1% +$117K
IJH icon
23
iShares Core S&P Mid-Cap ETF
IJH
$122B
$8.59M 0.81%
171,690
-5
-0% -$255
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.31M 0.78%
26,908
+73
+0.3% +$22.5K
IEI icon
25
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$7.93M 0.75%
67,363
+18,138
+37% +$2.11M

Similar funds

Rehmann Capital Advisory Group's Q1 2023 Portfolio in Review

As of Q1 2023, Rehmann Capital Advisory Group held 583 positions worth $1.06B, up 8.9% from $976M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Rehmann Capital Advisory Group deployed $36.7M of net new capital in Q1 2023, opening 27 new positions and adding to 247 existing holdings. Its largest new stake was First Trust Limited Duration Investment Grade Corporate ETF: 142,398 shares worth $2.68M.

By sector, the portfolio is most concentrated in Technology at 6.9% of assets, up from 6.1% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares Russell 1000 Growth ETF, an estimated $2.08M trimmed.

  • Rehmann Capital Advisory Group's largest Q1 2023 buy was First Trust Limited Duration Investment Grade Corporate ETF: 142,398 shares worth $2.68M.
  • Rehmann Capital Advisory Group added most to iShares S&P 500 Growth ETF in Q1 2023, an estimated $5.56M increase.
  • Rehmann Capital Advisory Group's biggest Q1 2023 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.08M.
  • Rehmann Capital Advisory Group fully exited State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2023, selling an estimated $1.46M.
  • Rehmann Capital Advisory Group's ten largest holdings make up 30% of its $1.06B portfolio in Q1 2023.
  • Rehmann Capital Advisory Group opened 27 new positions and closed 37 in Q1 2023.
  • Rehmann Capital Advisory Group's portfolio value rose 8.9% quarter-over-quarter to $1.06B.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.