RIM

Rockbridge Investment Management Portfolio holdings

AUM $933M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.1%
2 Healthcare 1.26%
3 Consumer Staples 0.71%
4 Financials 0.68%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$42K 0.01%
+3,040
252
$41K 0.01%
+800
253
$41K 0.01%
+796
254
$41K 0.01%
+100
255
$40K 0.01%
+1,922
256
$40K 0.01%
+2,340
257
$40K 0.01%
+372
258
$39K 0.01%
+423
259
$38K 0.01%
+669
260
$38K 0.01%
+1,806
261
$37K 0.01%
+2,867
262
$37K 0.01%
+4,340
263
$37K 0.01%
+2,925
264
$36K 0.01%
+82
265
$36K 0.01%
+205
266
$36K 0.01%
+663
267
$36K 0.01%
+1,500
268
$35K 0.01%
+1,484
269
$35K 0.01%
+234
270
$34K 0.01%
+205
271
$34K 0.01%
+900
272
$34K 0.01%
+360
273
$34K 0.01%
+1,261
274
$34K 0.01%
+391
275
$33K 0.01%
+150