RIM

Rockbridge Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.91%
This Quarter Est. Return
1 Year Est. Return
+9.91%
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
451
$8K ﹤0.01%
+164
452
$8K ﹤0.01%
+90
453
$8K ﹤0.01%
+139
454
$8K ﹤0.01%
+162
455
$8K ﹤0.01%
+713
456
$8K ﹤0.01%
+905
457
$8K ﹤0.01%
+271
458
$8K ﹤0.01%
+150
459
$8K ﹤0.01%
+51
460
$7K ﹤0.01%
+246
461
$7K ﹤0.01%
+35
462
$7K ﹤0.01%
+123
463
$7K ﹤0.01%
+40
464
$7K ﹤0.01%
+90
465
$7K ﹤0.01%
+18
466
$7K ﹤0.01%
+134
467
$7K ﹤0.01%
+532
468
$7K ﹤0.01%
+325
469
$6K ﹤0.01%
+109
470
$6K ﹤0.01%
+107
471
$6K ﹤0.01%
+69
472
$6K ﹤0.01%
+31
473
$6K ﹤0.01%
+24
474
$6K ﹤0.01%
+43
475
$6K ﹤0.01%
+128