RI
Rinkey Investments Portfolio holdings
AUM
$333M
This Quarter Return
+5.13%
1 Year Return
+10.05%
3 Year Return
+28.57%
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+11%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
59.73%
Holding
90
New
18
Increased
22
Reduced
22
Closed
9
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$12.5M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$10.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.2M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$8.12M |
| 5 |
Vanguard Growth ETF
VUG
|
$6.83M |
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$17.2M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.06M |
| 3 |
SPDR Gold Trust
GLD
|
$3.92M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$3.83M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$3.6M |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Financials | 1.6% |
| 3 | Consumer Staples | 0.98% |
| 4 | Healthcare | 0.71% |
| 5 | Communication Services | 0.7% |
