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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
$385M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$31.6M
3
+$23.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M

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
551
$2K ﹤0.01%
+22
552
$2K ﹤0.01%
+54
553
$2K ﹤0.01%
+62
554
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+133
555
$2K ﹤0.01%
+148
556
$2K ﹤0.01%
+83
557
$2K ﹤0.01%
+63
558
$2K ﹤0.01%
+25
559
$2K ﹤0.01%
+75
560
$2K ﹤0.01%
+10
561
$2K ﹤0.01%
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562
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563
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564
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565
$2K ﹤0.01%
+12
566
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567
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+113
568
$2K ﹤0.01%
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569
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570
$2K ﹤0.01%
+10
571
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572
$2K ﹤0.01%
+90
573
$2K ﹤0.01%
+23
574
$2K ﹤0.01%
+257
575
$2K ﹤0.01%
+10
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