RGIA

Rainier Group Investment Advisory Portfolio holdings

AUM $252M
1-Year Est. Return 22.67%
This Quarter Est. Return
1 Year Est. Return
+22.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$359K
2
+$342K
3
+$283K
4
MMM icon
3M
MMM
+$243K
5
CSX icon
CSX Corp
CSX
+$220K

Top Sells

1
+$150M
2
+$24.6M
3
+$18.1M
4
WORK
Slack Technologies, Inc.
WORK
+$7.33M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$6.47M

Sector Composition

1 Technology 37.82%
2 Consumer Staples 20.53%
3 Consumer Discretionary 15.54%
4 Communication Services 7.72%
5 Financials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
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