RI

Rinkey Investments Portfolio holdings

AUM $394M
1-Year Est. Return 13.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3.7%
2 Technology 2.19%
3 Industrials 0.34%
4 Consumer Discretionary 0.3%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-158,407
52
-1,473
53
0
54
-1,915
55
0
56
-6,613