RI

Rinkey Investments Portfolio holdings

AUM $377M
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.9M
3
+$11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.88M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 5.48%
2 Technology 2.94%
3 Healthcare 1.14%
4 Communication Services 1.06%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+12
227
$2K ﹤0.01%
+11
228
$2K ﹤0.01%
+20
229
$2K ﹤0.01%
+200
230
$2K ﹤0.01%
+25
231
$2K ﹤0.01%
+121
232
$2K ﹤0.01%
+100
233
$2K ﹤0.01%
+20
234
$2K ﹤0.01%
+202
235
$1K ﹤0.01%
+25
236
$1K ﹤0.01%
+5
237
$1K ﹤0.01%
+25
238
$1K ﹤0.01%
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239
$1K ﹤0.01%
+15
240
$1K ﹤0.01%
+12
241
$1K ﹤0.01%
+4
242
$1K ﹤0.01%
+100
243
$1K ﹤0.01%
+55
244
$1K ﹤0.01%
+5
245
$1K ﹤0.01%
+25
246
$1K ﹤0.01%
+40
247
$1K ﹤0.01%
+37
248
$1K ﹤0.01%
+24
249
$1K ﹤0.01%
+18
250
$1K ﹤0.01%
+35
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