We are live on ! Find out more
RIM

Rockbridge Investment Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
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 Buys

1
+$39.9M
2
+$31.6M
3
+$23.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M

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
301
$26K 0.01%
+955
302
$26K 0.01%
+84
303
$26K 0.01%
+950
304
$26K 0.01%
+924
305
$26K 0.01%
+965
306
$26K 0.01%
+1,208
307
$25K 0.01%
+286
308
$25K 0.01%
+145
309
$25K 0.01%
+650
310
$25K 0.01%
+750
311
$25K 0.01%
+971
312
$25K 0.01%
+957
313
$25K 0.01%
+970
314
$25K 0.01%
+979
315
$25K 0.01%
+1,140
316
$25K 0.01%
+670
317
$25K 0.01%
+953
318
$24K 0.01%
+238
319
$24K 0.01%
+140
320
$24K 0.01%
+526
321
$24K 0.01%
+72
322
$24K 0.01%
+172
323
$23K 0.01%
+650
324
$23K 0.01%
+419
325
$23K 0.01%
+226
11 12
13
14 15