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
$167M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$7.41M
3
+$5.24M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.74M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.72M

Top Sells

1
+$5.04M
2
+$4.56M
3
+$783K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$213K
5
POOL icon
Pool Corp
POOL
+$211K

Sector Composition

1 Consumer Staples 3.16%
2 Technology 1.45%
3 Healthcare 0.54%
4 Financials 0.34%
5 Industrials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.02%
531
52
$33.5K 0.02%
13,600
+1,000
53
$27.7K 0.02%
10,088
54
– –
-533
55
– –
-602
1 2
3