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
601
$1K ﹤0.01%
+43
602
$1K ﹤0.01%
+16
603
$1K ﹤0.01%
+17
604
0
605
$1K ﹤0.01%
+21
606
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+32
607
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+35
608
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+22
609
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+6
610
$1K ﹤0.01%
+20
611
$1K ﹤0.01%
+61
612
$1K ﹤0.01%
+23
613
$1K ﹤0.01%
+19
614
$1K ﹤0.01%
+20
615
$1K ﹤0.01%
+300
616
$1K ﹤0.01%
+75
617
$1K ﹤0.01%
+3
618
$1K ﹤0.01%
+152
619
$1K ﹤0.01%
+56
620
$1K ﹤0.01%
+21
621
$0 ﹤0.01%
+2
622
$0 ﹤0.01%
+5
623
$0 ﹤0.01%
+2
624
$0 ﹤0.01%
+9
625
$0 ﹤0.01%
+15