RI
Rinkey Investments Portfolio holdings
AUM
$333M
This Quarter Return
-3.01%
1 Year Return
+10.05%
3 Year Return
+28.57%
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-0.19%)
Cap. Flow
+$6.04M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
78.51%
Holding
63
New
2
Increased
20
Reduced
18
Closed
16
Top Buys
Top Sells
| 1 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$3.9M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.92M |
| 3 |
SPDR Gold Trust
GLD
|
$2.74M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$814K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$379K |
Sector Composition
| 1 | Technology | 1.84% |
| 2 | Consumer Staples | 1.25% |
| 3 | Healthcare | 0.34% |
| 4 | Financials | 0.3% |
| 5 | Consumer Discretionary | 0.28% |
