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
126
$18K 0.02%
+30
127
$18K 0.02%
+1,020
128
$17K 0.02%
+1,100
129
$17K 0.02%
+208
130
$17K 0.02%
+72
131
$17K 0.02%
+150
132
$15K 0.01%
+2,275
133
$15K 0.01%
+102
134
$15K 0.01%
+177
135
$14K 0.01%
+81
136
$14K 0.01%
+120
137
$13K 0.01%
+608
138
$13K 0.01%
+87
139
$12K 0.01%
+54
140
$12K 0.01%
+120
141
$12K 0.01%
+115
142
$12K 0.01%
+462
143
$12K 0.01%
+151
144
$12K 0.01%
+5
145
$12K 0.01%
+1,750
146
$11K 0.01%
+23
147
$11K 0.01%
+285
148
$11K 0.01%
+100
149
$11K 0.01%
+1,165
150
$10K 0.01%
+75
4 5
6
7 8