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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
$604M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.04M
3
+$2.88M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.19M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.23M

Top Sells

1
+$386K
2
+$259K
3
+$220K
4
BABA icon
Alibaba
BABA
+$182K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K

Sector Composition

1 Technology 2.03%
2 Financials 1.31%
3 Healthcare 0.94%
4 Consumer Discretionary 0.75%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
22
702
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5
703
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22
704
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36
705
$1K ﹤0.01%
32
706
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24
707
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20
708
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20
709
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22
710
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45
711
$1K ﹤0.01%
61
712
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713
$1K ﹤0.01%
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714
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715
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45
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717
$1K ﹤0.01%
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718
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719
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720
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721
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722
$1K ﹤0.01%
71
723
$1K ﹤0.01%
17
724
$1K ﹤0.01%
+6
725
$1K ﹤0.01%
19
27 28
29
30 31