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
426
$10K ﹤0.01%
+1,066
427
$10K ﹤0.01%
+156
428
$10K ﹤0.01%
+185
429
$10K ﹤0.01%
+142
430
$10K ﹤0.01%
+16
431
$10K ﹤0.01%
+189
432
$10K ﹤0.01%
+313
433
$10K ﹤0.01%
+164
434
$10K ﹤0.01%
+525
435
$9K ﹤0.01%
+199
436
$9K ﹤0.01%
+61
437
$9K ﹤0.01%
+57
438
$9K ﹤0.01%
+108
439
$9K ﹤0.01%
+900
440
$9K ﹤0.01%
+90
441
$9K ﹤0.01%
+350
442
$9K ﹤0.01%
+177
443
$9K ﹤0.01%
+30
444
$9K ﹤0.01%
+123
445
$8K ﹤0.01%
+73
446
$8K ﹤0.01%
+240
447
$8K ﹤0.01%
+168
448
$8K ﹤0.01%
+100
449
$8K ﹤0.01%
+321
450
$8K ﹤0.01%
+26