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
476
$6K ﹤0.01%
+93
477
$6K ﹤0.01%
+80
478
$6K ﹤0.01%
+190
479
$6K ﹤0.01%
+120
480
$6K ﹤0.01%
+45
481
$6K ﹤0.01%
+52
482
$6K ﹤0.01%
+25
483
$6K ﹤0.01%
+116
484
$6K ﹤0.01%
+109
485
$6K ﹤0.01%
+107
486
$6K ﹤0.01%
+69
487
$6K ﹤0.01%
+31
488
$6K ﹤0.01%
+24
489
$6K ﹤0.01%
+43
490
$5K ﹤0.01%
+52
491
$5K ﹤0.01%
+70
492
$5K ﹤0.01%
+17
493
$5K ﹤0.01%
+64
494
$5K ﹤0.01%
+44
495
$5K ﹤0.01%
+164
496
$5K ﹤0.01%
+210
497
$5K ﹤0.01%
+100
498
$5K ﹤0.01%
+61
499
$5K ﹤0.01%
+45
500
$5K ﹤0.01%
+50