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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.9M
3
+$11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.88M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 5.48%
2 Technology 2.94%
3 Healthcare 1.14%
4 Communication Services 1.06%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42K 0.04%
+654
77
$42K 0.04%
+1,560
78
$39K 0.04%
+360
79
$38K 0.03%
+1,050
80
$38K 0.03%
+1,282
81
$38K 0.03%
+2,046
82
$37K 0.03%
+569
83
$35K 0.03%
+200
84
$32K 0.03%
+459
85
$32K 0.03%
+580
86
$31K 0.03%
+184
87
$31K 0.03%
+357
88
$31K 0.03%
+298
89
$30K 0.03%
+549
90
$30K 0.03%
+623
91
$30K 0.03%
+475
92
$29K 0.03%
+720
93
$29K 0.03%
+240
94
$29K 0.03%
+481
95
$29K 0.03%
+427
96
$29K 0.03%
+135
97
$28K 0.03%
+364
98
$27K 0.02%
+523
99
$27K 0.02%
+255
100
$27K 0.02%
+557
2 3
4
5 6