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
51
$472K 0.17%
3,230
+18
52
$460K 0.17%
5,635
53
$449K 0.16%
1,796
-402
54
$437K 0.16%
2,392
-537
55
$419K 0.15%
18,570
+8,999
56
$345K 0.12%
1,397
+50
57
$319K 0.11%
2,257
58
$316K 0.11%
1,730
59
$307K 0.11%
+57,015
60
$268K 0.1%
3,720
+61
61
$254K 0.09%
1,548
62
$240K 0.09%
+11,202
63
$229K 0.08%
4,329
+20
64
$227K 0.08%
+1,142
65
$205K 0.07%
+2,952
66
$202K 0.07%
5,904
+255
67
$200K 0.07%
+6,742
68
$164K 0.06%
+10,600
69
$34.7K 0.01%
+25,310
70
$33K 0.01%
39,300
-2,000
71
$1.8K ﹤0.01%
1,100
72
$689 ﹤0.01%
+25,505
73
– –
-3,722
74
– –
-14,551
75
– –
-17,673
1 2
3
4