RI

Rinkey Investments Portfolio holdings

AUM $394M
1-Year Est. Return 13.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$3.04M
3
+$2.77M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.45M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.31M

Top Sells

1
+$7.74M
2
+$7.08M
3
+$2.43M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.9M
5
VTV icon
Vanguard Value ETF
VTV
+$1.44M

Sector Composition

1 Technology 4.3%
2 Financials 2.3%
3 Communication Services 1.17%
4 Healthcare 1.06%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,357
102
– –
-10,275
103
– –
-4,580
104
– –
-35,246
105
– –
-7,966
106
– –
-265
107
– –
-321
108
– –
-12,594
109
– –
-2,945
110
– –
-2,065
1 2 3 4
5