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
$422M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1 +$8.43M
2 +$3.28M
3 +$2.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.48M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.17M

Top Sells

1 +$677K
2 +$555K
3 +$366K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$348K
5
BND icon
Vanguard Total Bond Market
BND
+$313K

Sector Composition

1 Technology 2.27%
2 Healthcare 1.3%
3 Financials 0.96%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K ﹤0.01%
30
+12
502
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600
503
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80
504
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92
505
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27
+8
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507
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45
508
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+161
509
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70
510
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358
511
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512
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513
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100
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25
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522
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100
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$5K ﹤0.01%
52
524
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119
-15
525
$5K ﹤0.01%
934
+41