RI
Rinkey Investments Portfolio holdings
AUM
$377M
1-Year Est. Return
10.11%
1 Year Est. Return
+10.11%
AUM
$333M
AUM Growth
+$17.2M
(+5.4%)
Holding
110
Top Buys
| 1 | +$8.7M | |
| 2 | +$3.2M | |
| 3 | +$2.8M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.55M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.44M |
Top Sells
| 1 | +$7.78M | |
| 2 | +$7.09M | |
| 3 | +$2.58M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.94M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.51M |
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
Avery Dennison
AVY
$13.4B
| – | – |
-1,357
|
|
||
102
Graphic Packaging
GPK
$4.74B
| – | – |
-10,275
|
|
||
103
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| – | – |
-4,580
|
|
||
104
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
| – | – |
-35,246
|
|
||
105
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| – | – |
-7,966
|
|
||
106
Eli Lilly
LLY
$918B
| – | – |
-265
|
|
||
107
Regeneron Pharmaceuticals
REGN
$72.9B
| – | – |
-321
|
|
||
108
Schwab US Broad Market ETF
SCHB
$37.4B
| – | – |
-12,594
|
|
||
109
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
| – | – |
-2,945
|
|
||
110
Health Care Select Sector SPDR Fund
XLV
$37.4B
| – | – |
-2,065
|
|