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
101
$26K 0.02%
+150
102
$26K 0.02%
+1,085
103
$26K 0.02%
+667
104
$25K 0.02%
+230
105
$25K 0.02%
+66
106
$25K 0.02%
+101
107
$25K 0.02%
+150
108
$24K 0.02%
+725
109
$24K 0.02%
+2,713
110
$23K 0.02%
+50
111
$22K 0.02%
+3,200
112
$21K 0.02%
+91
113
$21K 0.02%
+50
114
$21K 0.02%
+250
115
$21K 0.02%
+1,344
116
$20K 0.02%
+2,176
117
$20K 0.02%
+80
118
$20K 0.02%
+135
119
$19K 0.02%
+111
120
$19K 0.02%
+74
121
$19K 0.02%
+4,400
122
$19K 0.02%
+100
123
$18K 0.02%
+256
124
$18K 0.02%
+1,400
125
$18K 0.02%
+430
3 4
5
6 7