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
$266M
AUM Growth
-$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$508K
3
+$203K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$106K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$97.6K

Top Sells

1
+$7.08M
2
+$4.28M
3
+$3.36M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.4M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,319
27
– –
-2,850
28
– –
-725
1
2