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
$286M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.88M
3
+$1.78M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$20.6M
2
+$12M
3
+$7.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.88M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.88M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.08%
+725
27
$210K 0.07%
7,480
1
2