RI
Rinkey Investments Portfolio holdings
AUM
$394M
1-Year Est. Return
13.06%
This Fund
S&P 500
1 Year Est. Return
+13.06%
AUM
$377M
AUM Growth
+$44.1M
(+13%)
Holding
130
Top Buys
| 1 | +$3.28M | |
| 2 | +$2.48M | |
| 3 | +$2.46M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.42M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$2.14M |
Top Sells
| 1 | +$759K | |
| 2 | +$592K | |
| 3 | +$369K | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$288K |
| 5 |
Palantir
PLTR
|
+$243K |
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Financials | 2.65% |
| 3 | Communication Services | 1.22% |
| 4 | Healthcare | 1.17% |
| 5 | Consumer Staples | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Real Brokerage
REAX
$646M
| $45.6K | 0.01% |
+10,917
|
|
||
127
Visa
V
$633B
| – | – |
-573
|
|
||
128
iShares US Aerospace & Defense ETF
ITA
$14.4B
| – | – |
-1,149
|
|
||
129
iShares MSCI India ETF
INDA
$9.34B
| – | – |
-6,625
|
|
||
130
ClearPoint Neuro
CLPT
$374M
| – | – |
-10,190
|
|