RI
Rinkey Investments Portfolio holdings
AUM
$333M
This Quarter Return
-14.55%
1 Year Return
+10.05%
3 Year Return
+28.57%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+14%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
18.54%
Top 10 Holdings %
Top 10 Hldgs %
77.03%
Holding
46
New
10
Increased
18
Reduced
12
Closed
2
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.79M |
| 2 |
SUBS
Fount Subscription Economy ETF
SUBS
|
$5M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$4.88M |
| 4 |
Comstock
LODE
|
$4.29M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.48M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$4.29M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.67M |
| 3 |
SPDR Gold Trust
GLD
|
$2.5M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$385K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$239K |
Sector Composition
| 1 | Materials | 4.75% |
| 2 | Technology | 2.52% |
| 3 | Consumer Staples | 0.97% |
| 4 | Healthcare | 0.64% |
| 5 | Financials | 0.5% |
