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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 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%
+20
602
$1K ﹤0.01%
+61
603
$1K ﹤0.01%
+23
604
$1K ﹤0.01%
+19
605
$1K ﹤0.01%
+20
606
$1K ﹤0.01%
+75
607
$1K ﹤0.01%
+3
608
$1K ﹤0.01%
+152
609
$1K ﹤0.01%
+500
610
$1K ﹤0.01%
+8
611
$1K ﹤0.01%
+17
612
$1K ﹤0.01%
+101
613
$1K ﹤0.01%
+36
614
$1K ﹤0.01%
+19
615
$1K ﹤0.01%
+36
616
$1K ﹤0.01%
+85
617
$1K ﹤0.01%
+75
618
$1K ﹤0.01%
+56
619
$1K ﹤0.01%
+21
620
$1K ﹤0.01%
+300
621
$0 ﹤0.01%
+2
622
$0 ﹤0.01%
+9
623
$0 ﹤0.01%
+15
624
$0 ﹤0.01%
+32
625
$0 ﹤0.01%
+1