RI

Rinkey Investments Portfolio holdings

AUM $394M
1-Year Est. Return 13.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.07%
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 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
276
$0 ﹤0.01%
+4
277
$0 ﹤0.01%
+26
278
0
279
$0 ﹤0.01%
+1
280
$0 ﹤0.01%
+2
281
$0 ﹤0.01%
+1
282
$0 ﹤0.01%
+5
283
$0 ﹤0.01%
+13
284
$0 ﹤0.01%
+2
285
$0 ﹤0.01%
+3
286
0
287
$0 ﹤0.01%
+2
288
$0 ﹤0.01%
+1
289
$0 ﹤0.01%
+5
290
$0 ﹤0.01%
+5
291
$0 ﹤0.01%
+3
292
$0 ﹤0.01%
+94