RIM
Rockbridge Investment Management Portfolio holdings
AUM
$1.08B
1-Year Est. Return
14.25%
This Fund
S&P 500
1 Year Est. Return
+14.25%
AUM
$590M
AUM Growth
+$61.5M
(+12%)
Holding
778
Top Buys
| 1 | +$8.39M | |
| 2 | +$4.39M | |
| 3 | +$3.41M | |
| 4 |
Tompkins Financial
TMP
|
+$2.69M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.19M |
Top Sells
| 1 | +$413K | |
| 2 | +$380K | |
| 3 | +$345K | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$225K |
| 5 |
DCRNU
Decarbonization Plus Acquisition Corporation II Unit
DCRNU
|
+$212K |
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Financials | 1.3% |
| 3 | Healthcare | 0.95% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Communication Services | 0.72% |