RCM
Rockbridge Capital Management Portfolio holdings
AUM
$176M
1 Year Est. Return
–
AUM
$176M
AUM Growth
+$12.2M
(+7.5%)
Holding
27
Top Buys
| 1 | +$2.07M | |
| 2 | +$2M | |
| 3 | +$1.41M | |
| 4 |
Builders FirstSource
BLDR
|
+$968K |
| 5 |
Amazon
AMZN
|
+$619K |
Top Sells
| 1 | +$653K | |
| 2 | +$221K | |
| 3 | +$100K | |
| 4 |
Markel Group
MKL
|
+$75.9K |
| 5 |
O'Reilly Automotive
ORLY
|
+$54.1K |
Sector Composition
| 1 | Financials | 30.21% |
| 2 | Consumer Discretionary | 19.37% |
| 3 | Technology | 19.23% |
| 4 | Industrials | 14.29% |
| 5 | Real Estate | 12.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
American Electric Power
AEP
$62B
| $220K | 0.13% |
2,116
|
|
||
27
AES
AES
$10.4B
| $105K | 0.06% |
10,000
|
|