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
576
$2K ﹤0.01%
+272
577
$2K ﹤0.01%
+84
578
$2K ﹤0.01%
+59
579
$2K ﹤0.01%
+40
580
$2K ﹤0.01%
+48
581
$2K ﹤0.01%
+350
582
$1K ﹤0.01%
+500
583
$1K ﹤0.01%
+7
584
$1K ﹤0.01%
+100
585
$1K ﹤0.01%
+500
586
$1K ﹤0.01%
+8
587
$1K ﹤0.01%
+17
588
$1K ﹤0.01%
+101
589
$1K ﹤0.01%
+36
590
$1K ﹤0.01%
+19
591
$1K ﹤0.01%
+34
592
$1K ﹤0.01%
+53
593
$1K ﹤0.01%
+36
594
$1K ﹤0.01%
+85
595
$1K ﹤0.01%
+75
596
$1K ﹤0.01%
+7
597
$1K ﹤0.01%
+24
598
$1K ﹤0.01%
+52
599
$1K ﹤0.01%
+5
600
$1K ﹤0.01%
+118