RC

Rinet Company Portfolio holdings

AUM $530M
1-Year Est. Return 28.25%
This Fund
S&P 500
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
+$6.3M
2
+$2.72M
3
+$1.77M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$959K

Top Sells

1
+$18.6M
2
+$11.5M
3
+$7.51M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.66M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.76M

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