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
$254M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.28M
3
+$3.03M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.42M

Top Sells

1
+$3.25M
2
+$2.75M
3
+$1.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$848K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$569K

Sector Composition

1 Technology 2.56%
2 Consumer Staples 1.3%
3 Financials 1.22%
4 Healthcare 0.56%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.63%
4,466
+2,581
27
$1.56M 0.61%
37,959
+18,378
28
$1.51M 0.6%
3,129
+1,925
29
$1.44M 0.57%
3,829
+2,507
30
$1.4M 0.55%
12,746
+597
31
$1.25M 0.49%
38,185
+292
32
$1.01M 0.4%
+6,330
33
$962K 0.38%
+6,000
34
$919K 0.36%
+14,419
35
$850K 0.33%
5,594
+871
36
$837K 0.33%
5,877
37
$803K 0.32%
2,682
38
$601K 0.24%
+3,675
39
$571K 0.22%
1,201
+339
40
$552K 0.22%
+2,455
41
$531K 0.21%
+2,198
42
$527K 0.21%
+2,929
43
$510K 0.2%
+2,675
44
$503K 0.2%
+3,206
45
$487K 0.19%
18,648
+832
46
$486K 0.19%
14,551
47
$473K 0.19%
+1,886
48
$406K 0.16%
929
+259
49
$366K 0.14%
5,210
-35
50
$289K 0.11%
+1,833
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