RI
Rinkey Investments Portfolio holdings
AUM
$333M
1-Year Return
10.05%
This Quarter Return
-2.49%
1 Year Return
+10.05%
3 Year Return
+28.57%
5 Year Return
–
10 Year Return
–
AUM
$98.8M
AUM Growth
-$9.71M
(-8.9%)
Cap. Flow
-$3.11M
Cap. Flow
% of AUM
-3.15%
Top 10 Holdings %
Top 10 Hldgs %
82.21%
Holding
292
New
–
Increased
20
Reduced
11
Closed
252
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$3.05M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.81M |
| 3 |
SPDR Gold Trust
GLD
|
$2.67M |
| 4 |
Comstock
LODE
|
$2.35M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.21M |
Top Sells
Sector Composition
| 1 | Materials | 5.14% |
| 2 | Consumer Staples | 1.54% |
| 3 | Financials | 0.67% |
| 4 | Healthcare | 0.64% |
| 5 | Consumer Discretionary | 0.5% |
