RI
Rinkey Investments Portfolio holdings
AUM
$333M
This Quarter Return
+5.87%
1 Year Return
+10.05%
3 Year Return
+28.57%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+5.4%)
Cap. Flow
+$2.01M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
55.89%
Holding
110
New
15
Increased
37
Reduced
26
Closed
10
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$8.7M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.2M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.8M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.55M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.44M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$7.78M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$7.09M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.58M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.94M |
| 5 |
Vanguard Value ETF
VTV
|
$1.51M |
Sector Composition
| 1 | Technology | 4.3% |
| 2 | Financials | 2.3% |
| 3 | Communication Services | 1.17% |
| 4 | Healthcare | 1.06% |
| 5 | Consumer Staples | 0.92% |
