RIM
Rockbridge Investment Management Portfolio holdings
AUM
$933M
This Quarter Return
+2.48%
1 Year Return
+10.68%
3 Year Return
+28.16%
5 Year Return
+41.22%
10 Year Return
–
AUM
$569M
AUM Growth
+$569M
(+4.8%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
66.31%
Holding
111
New
3
Increased
40
Reduced
41
Closed
2
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$754K |
| 2 |
Vanguard Value ETF
VTV
|
$471K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$424K |
| 4 |
Apple
AAPL
|
$328K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$300K |
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Discretionary | 0.55% |
| 3 | Industrials | 0.31% |
| 4 | Communication Services | 0.26% |
| 5 | Healthcare | 0.24% |
