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
$488M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$19.4M
3 +$15.4M
4
XOM icon
Exxon Mobil
XOM
+$13.2M
5
AAPL icon
Apple
AAPL
+$7.51M

Top Sells

1 +$13.9M
2 +$1.38M
3 +$488K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$237K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$235K

Sector Composition

1 Communication Services 5.31%
2 Energy 3.82%
3 Consumer Discretionary 3.73%
4 Technology 1.96%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$56K 0.01%
+16,754