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
$654M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.9%
2 Consumer Discretionary 0.7%
3 Industrials 0.47%
4 Healthcare 0.41%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$26.1K ﹤0.01%
+153
302
$26.1K ﹤0.01%
+444
303
$25.9K ﹤0.01%
+450
304
$25.9K ﹤0.01%
+500
305
$25.6K ﹤0.01%
+584
306
$25.4K ﹤0.01%
+132
307
$25.3K ﹤0.01%
+970
308
$25.3K ﹤0.01%
+75
309
$25K ﹤0.01%
+750
310
$24.9K ﹤0.01%
+399
311
$24.8K ﹤0.01%
+2,000
312
$24.8K ﹤0.01%
+439
313
$23.9K ﹤0.01%
+210
314
$23.8K ﹤0.01%
+1,000
315
$23.7K ﹤0.01%
+329
316
$23.6K ﹤0.01%
+291
317
$22.9K ﹤0.01%
+910
318
$22.5K ﹤0.01%
+898
319
$21.7K ﹤0.01%
+235
320
$21.6K ﹤0.01%
+924
321
$21.5K ﹤0.01%
+109
322
$21.4K ﹤0.01%
+84
323
$20.6K ﹤0.01%
+357
324
$20.5K ﹤0.01%
+390
325
$20.3K ﹤0.01%
+50