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
176
$6K 0.01%
+75
177
$6K 0.01%
+35
178
$6K 0.01%
+100
179
$6K 0.01%
+56
180
$6K 0.01%
+29
181
$6K 0.01%
+128
182
$6K 0.01%
+3,500
183
$6K 0.01%
+181
184
$5K ﹤0.01%
+52
185
$5K ﹤0.01%
+1
186
$5K ﹤0.01%
+150
187
$5K ﹤0.01%
+40
188
$5K ﹤0.01%
+100
189
$5K ﹤0.01%
+230
190
$5K ﹤0.01%
+1
191
$5K ﹤0.01%
+2,500
192
$5K ﹤0.01%
+127
193
$5K ﹤0.01%
+25
194
$5K ﹤0.01%
+1,375
195
$5K ﹤0.01%
+28
196
$5K ﹤0.01%
+145
197
$4K ﹤0.01%
+30
198
$4K ﹤0.01%
+200
199
$4K ﹤0.01%
+200
200
$4K ﹤0.01%
+375
6 7
8
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