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
326
$20.3K ﹤0.01%
+258
327
$20.1K ﹤0.01%
+68
328
$19.8K ﹤0.01%
+247
329
$19.5K ﹤0.01%
+80
330
$19.4K ﹤0.01%
+86
331
$19K ﹤0.01%
+824
332
$18.9K ﹤0.01%
+283
333
$18.9K ﹤0.01%
+1,791
334
$18.1K ﹤0.01%
+232
335
$17.8K ﹤0.01%
+460
336
$17.7K ﹤0.01%
+43
337
$17.6K ﹤0.01%
+217
338
$17.6K ﹤0.01%
+92
339
$17.4K ﹤0.01%
+159
340
$16.9K ﹤0.01%
+120
341
$16.9K ﹤0.01%
+100
342
$16.9K ﹤0.01%
+80
343
$16.5K ﹤0.01%
+70
344
$16.5K ﹤0.01%
+395
345
$16.5K ﹤0.01%
+162
346
$16.4K ﹤0.01%
+319
347
$16.4K ﹤0.01%
+40
348
$16.2K ﹤0.01%
+200
349
$16.2K ﹤0.01%
+157
350
$16.1K ﹤0.01%
+516