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RIM

Rockbridge Investment Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.04M
3
+$2.88M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.19M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.23M

Top Sells

1
+$386K
2
+$259K
3
+$220K
4
BABA icon
Alibaba
BABA
+$182K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K

Sector Composition

1 Technology 2.03%
2 Financials 1.31%
3 Healthcare 0.94%
4 Consumer Discretionary 0.75%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12K ﹤0.01%
267
+48
502
$11K ﹤0.01%
400
-50
503
$11K ﹤0.01%
300
504
$11K ﹤0.01%
260
505
$11K ﹤0.01%
164
506
$11K ﹤0.01%
210
507
$11K ﹤0.01%
107
+5
508
$11K ﹤0.01%
67
509
$11K ﹤0.01%
149
510
$11K ﹤0.01%
600
511
$11K ﹤0.01%
321
512
$11K ﹤0.01%
28
513
$11K ﹤0.01%
+43
514
$11K ﹤0.01%
322
-15
515
$11K ﹤0.01%
177
516
$11K ﹤0.01%
531
517
$10K ﹤0.01%
63
518
$10K ﹤0.01%
165
+65
519
$10K ﹤0.01%
188
520
$10K ﹤0.01%
101
521
$10K ﹤0.01%
116
522
$10K ﹤0.01%
71
-10
523
$10K ﹤0.01%
195
524
$10K ﹤0.01%
186
525
$9K ﹤0.01%
80
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