RIM
Rockbridge Investment Management Portfolio holdings
AUM
$933M
This Quarter Return
+4.64%
1 Year Return
+10.68%
3 Year Return
+28.16%
5 Year Return
+41.22%
10 Year Return
–
AUM
$543M
AUM Growth
+$543M
(+10%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
65.59%
Holding
113
New
6
Increased
32
Reduced
50
Closed
5
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
$487K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$285K |
| 3 |
Marsh & McLennan
MMC
|
$257K |
| 4 |
UnitedHealth
UNH
|
$234K |
| 5 |
AbbVie
ABBV
|
$220K |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Industrials | 0.28% |
| 4 | Healthcare | 0.24% |
| 5 | Communication Services | 0.22% |
