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
$590M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.44M
2 +$4.5M
3 +$3.41M
4
TMP icon
Tompkins Financial
TMP
+$2.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.17M

Sector Composition

1 Technology 1.99%
2 Financials 1.28%
3 Healthcare 0.95%
4 Consumer Discretionary 0.87%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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