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
$278M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$1.93M
3
+$1.29M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.01M
5
CRM icon
Salesforce
CRM
+$830K

Top Sells

1
+$3.72M
2
+$1.85M
3
+$1.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
COST icon
Costco
COST
+$1.02M

Sector Composition

1 Technology 3.32%
2 Financials 1.77%
3 Consumer Staples 1.04%
4 Communication Services 0.65%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.61%
38,577
+260
27
$1.57M 0.56%
2,876
+940
28
$1.31M 0.47%
6,330
29
$1.3M 0.47%
39,902
+1,199
30
$1.28M 0.46%
2,226
+107
31
$1.28M 0.46%
20,405
+5,890
32
$1.11M 0.4%
5,749
-325
33
$1.06M 0.38%
6,000
34
$913K 0.33%
2,682
35
$869K 0.31%
8,951
-10,509
36
$830K 0.3%
+3,227
37
$783K 0.28%
5,288
-176
38
$757K 0.27%
4,154
+1,576
39
$755K 0.27%
1,509
+526
40
$690K 0.25%
2,350
41
$667K 0.24%
3,855
42
$663K 0.24%
+5,762
43
$624K 0.22%
2,057
44
$546K 0.2%
21,012
-1,042
45
$544K 0.2%
2,675
46
$521K 0.19%
18,825
47
$520K 0.19%
4,208
+438
48
$516K 0.19%
41,400
49
$510K 0.18%
44,500
+14,200
50
$505K 0.18%
40,925
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