RC

Rinet Company Portfolio holdings

AUM $530M
1-Year Est. Return 28.25%
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$2.31M
3
+$969K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$644K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$626K

Top Sells

1
+$536K
2
+$215K
3
+$151K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$50.9K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$47.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$217K 0.06%
2,850
27
– –
-725
1
2