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
201
$4K ﹤0.01%
+177
202
$4K ﹤0.01%
+1,000
203
$4K ﹤0.01%
+267
204
$4K ﹤0.01%
+141
205
$4K ﹤0.01%
+30
206
$4K ﹤0.01%
+44
207
$3K ﹤0.01%
+500
208
$3K ﹤0.01%
+15
209
$3K ﹤0.01%
+500
210
$3K ﹤0.01%
+50
211
$3K ﹤0.01%
+19
212
$3K ﹤0.01%
+15
213
$3K ﹤0.01%
+15
214
$3K ﹤0.01%
+2,500
215
$3K ﹤0.01%
+56
216
$3K ﹤0.01%
+309
217
$3K ﹤0.01%
+400
218
$2K ﹤0.01%
+28
219
$2K ﹤0.01%
+500
220
$2K ﹤0.01%
+28
221
$2K ﹤0.01%
+15
222
$2K ﹤0.01%
+92
223
$2K ﹤0.01%
+20
224
$2K ﹤0.01%
+72
225
$2K ﹤0.01%
+50
7 8
9
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