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
$305M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.98M
2 +$916K
3 +$693K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$242K
5
GLD icon
SPDR Gold Trust
GLD
+$39.8K

Top Sells

1 +$4.99M
2 +$2.26M
3 +$2.09M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$901K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$529K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$246K 0.08%
2,850
27
$242K 0.08%
+2,993
28
$210K 0.07%
7,480