RIM
Rockbridge Investment Management Portfolio holdings
AUM
$933M
1-Year Return
10.68%
This Quarter Return
+13.77%
1 Year Return
+10.68%
3 Year Return
+28.16%
5 Year Return
+41.22%
10 Year Return
–
AUM
$385M
AUM Growth
–
Cap. Flow
+$385M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.72%
Holding
646
New
644
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
