RIM

Rockbridge Investment Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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 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
776
-50
777
-64