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
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%
+134
461
$7K ﹤0.01%
+246
462
$7K ﹤0.01%
+35
463
$7K ﹤0.01%
+123
464
$7K ﹤0.01%
+40
465
$7K ﹤0.01%
+90
466
$7K ﹤0.01%
+18
467
$7K ﹤0.01%
+532
468
$7K ﹤0.01%
+325
469
$6K ﹤0.01%
+128
470
$6K ﹤0.01%
+80
471
$6K ﹤0.01%
+44
472
$6K ﹤0.01%
+92
473
$6K ﹤0.01%
+893
474
$6K ﹤0.01%
+358
475
$6K ﹤0.01%
+535