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
151
$10K 0.01%
+50
152
$10K 0.01%
+83
153
$10K 0.01%
+100
154
$10K 0.01%
+30
155
$10K 0.01%
+100
156
$10K 0.01%
+100
157
$10K 0.01%
+900
158
$10K 0.01%
+1,000
159
$9K 0.01%
+160
160
$8K 0.01%
+6,970
161
$8K 0.01%
+425
162
$8K 0.01%
+104
163
$8K 0.01%
+72
164
$8K 0.01%
+500
165
$8K 0.01%
+63
166
$8K 0.01%
+1,250
167
$8K 0.01%
+31
168
$7K 0.01%
+112
169
$7K 0.01%
+114
170
$7K 0.01%
+108
171
$7K 0.01%
+45
172
– –
0
173
$6K 0.01%
+300
174
$6K 0.01%
+200
175
$6K 0.01%
+2,000
5 6
7
8 9