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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
$528M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$6.1M
3
+$3.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.03M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Top Sells

1
+$986K
2
+$841K
3
+$762K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$740K
5
AAPL icon
Apple
AAPL
+$587K

Sector Composition

1 Technology 2.03%
2 Healthcare 1.01%
3 Consumer Discretionary 0.96%
4 Financials 0.92%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
15
677
$1K ﹤0.01%
+185
678
$1K ﹤0.01%
+31
679
$1K ﹤0.01%
+19
680
$1K ﹤0.01%
33
-120
681
$1K ﹤0.01%
16
-784
682
$1K ﹤0.01%
38
683
$1K ﹤0.01%
73
684
$1K ﹤0.01%
22
685
$1K ﹤0.01%
+10
686
$1K ﹤0.01%
49
687
$1K ﹤0.01%
71
688
$1K ﹤0.01%
17
689
$1K ﹤0.01%
22
690
$1K ﹤0.01%
+45
691
$1K ﹤0.01%
61
692
$1K ﹤0.01%
23
693
$1K ﹤0.01%
+20
694
$1K ﹤0.01%
8
695
$1K ﹤0.01%
+40
696
$1K ﹤0.01%
10
697
$1K ﹤0.01%
5
698
$1K ﹤0.01%
22
699
$1K ﹤0.01%
+50
700
$1K ﹤0.01%
36
26 27
28
29 30