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
76
– –
-598
77
– –
-544
78
– –
-12,853
79
– –
-3,994
80
– –
-77,106
81
– –
-2,455
1 2 3
4