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RIM
Rockbridge Investment Management Portfolio holdings
AUM
$1.11B
1-Year Est. Return
13.62%
This Fund
S&P 500
1 Year Est. Return
+13.62%
AUM
$845M
AUM Growth
+$64.7M
(+8.3%)
Holding
137
Top Buys
| 1 | +$31.8M | |
| 2 | +$14.5M | |
| 3 | +$14.2M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$5.45M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.28M |
Top Sells
| 1 | +$2.2M | |
| 2 | +$1.41M | |
| 3 | +$632K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$397K |
| 5 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$394K |
Sector Composition
| 1 | Technology | 1.48% |
| 2 | Consumer Discretionary | 0.44% |
| 3 | Communication Services | 0.33% |
| 4 | Industrials | 0.3% |
| 5 | Healthcare | 0.26% |