RI
Rinkey Investments Portfolio holdings
AUM
$333M
1-Year Return
10.05%
This Quarter Return
+6.96%
1 Year Return
+10.05%
3 Year Return
+28.57%
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$35.7M
(+16%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
8.54%
Top 10 Holdings %
Top 10 Hldgs %
72.07%
Holding
68
New
21
Increased
20
Reduced
14
Closed
7
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$4.88M |
| 2 |
SPDR Gold Trust
GLD
|
$3.28M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$3.03M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.67M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.42M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$3.25M |
| 2 |
SPDR Portfolio TIPS ETF
SPIP
|
$2.75M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.41M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$848K |
| 5 |
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% |
