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
501
$5K ﹤0.01%
+663
502
$5K ﹤0.01%
+173
503
$5K ﹤0.01%
+97
504
$4K ﹤0.01%
+118
505
$4K ﹤0.01%
+157
506
$4K ﹤0.01%
+42
507
$4K ﹤0.01%
+100
508
$4K ﹤0.01%
+88
509
$4K ﹤0.01%
+20
510
$4K ﹤0.01%
+77
511
$4K ﹤0.01%
+86
512
$4K ﹤0.01%
+162
513
$4K ﹤0.01%
+51
514
$4K ﹤0.01%
+67
515
$4K ﹤0.01%
+800
516
$4K ﹤0.01%
+108
517
$4K ﹤0.01%
+442
518
$4K ﹤0.01%
+288
519
$4K ﹤0.01%
+497
520
$4K ﹤0.01%
+154
521
$4K ﹤0.01%
+20
522
$4K ﹤0.01%
+437
523
$4K ﹤0.01%
+15
524
$3K ﹤0.01%
+58
525
$3K ﹤0.01%
+56