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REHMANN CAPITAL ADVISORY GROUP

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LANSING MI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Rehmann Capital Advisory Group is based out of Lansing. Rehmann Capital Advisory Group is a large advisory firm with 2286 clients and discretionary assets under management (AUM) of $2,193,627,000 (Form ADV from 2023-11-02). Their last reported 13F filing for Q4 2023 included $1,206,831,849 in managed 13F securities and a top 10 holdings concentration of 33.08%. Rehmann Capital Advisory Group's largest holding is iShares S&P 500 Growth ETF-iShares S&P 500 Growth ETF with shares held of 1,006,399. Whalewisdom has at least 65 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.21b, Prior: $1.07b
New Purchases 48 stocks
Added To 234 stocks
Sold out of 29 stocks
Reduced holdings in 242 stocks
Top 10 Holdings % 33.08%
Turnover %[1] 14%
Turnover Alt %[2] 5.22%
Time Held Top 20 10.45 quarters
Time Held Top 10 10.6 quarters
Time Held All 10.8 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance