RI

Rinkey Investments Portfolio holdings

AUM $333M
1-Year Est. Return 10.05%
This Quarter Est. Return
1 Year Est. Return
+10.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.72M
3
+$2.12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M

Top Sells

1
+$3.53M
2
+$3.43M
3
+$1.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$530K
5
VHT icon
Vanguard Health Care ETF
VHT
+$473K

Sector Composition

1 Technology 2.8%
2 Financials 1.87%
3 Consumer Staples 1.34%
4 Healthcare 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.61%
3,755
-2,766
27
$1.67M 0.61%
3,959
+130
28
$1.6M 0.58%
38,317
+358
29
$1.42M 0.52%
12,853
+107
30
$1.31M 0.48%
6,330
31
$1.27M 0.46%
38,703
+518
32
$1.11M 0.41%
2,119
-1,010
33
$1.1M 0.4%
6,074
+480
34
$1.01M 0.37%
1,936
+735
35
$979K 0.36%
6,000
36
$968K 0.35%
5,464
-413
37
$960K 0.35%
2,682
38
$927K 0.34%
14,515
+96
39
$784K 0.29%
+2,350
40
$736K 0.27%
3,855
+180
41
$713K 0.26%
+2,057
42
$644K 0.23%
2,455
43
$616K 0.22%
2,675
44
$575K 0.21%
22,054
+3,406
45
$573K 0.21%
2,198
46
$562K 0.2%
2,929
47
$550K 0.2%
14,551
48
$525K 0.19%
+12,550
49
$508K 0.19%
3,212
+6
50
$503K 0.18%
+41,400
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