RIM

Rockbridge Investment Management Portfolio holdings

AUM $933M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.1%
2 Healthcare 1.26%
3 Consumer Staples 0.71%
4 Financials 0.68%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$71K 0.02%
+834
202
$71K 0.02%
+255
203
$70K 0.02%
+3,091
204
$68K 0.02%
+388
205
$66K 0.02%
+306
206
$66K 0.02%
+1,280
207
$66K 0.02%
+690
208
$66K 0.02%
+557
209
$66K 0.02%
+635
210
$65K 0.02%
+1,457
211
$65K 0.02%
+1,099
212
$64K 0.02%
+1,172
213
$63K 0.02%
+1,036
214
$63K 0.02%
+470
215
$63K 0.02%
+690
216
$63K 0.02%
+3,400
217
$62K 0.02%
+2,175
218
$61K 0.02%
+1,927
219
$61K 0.02%
+1,160
220
$60K 0.02%
+4,450
221
$60K 0.02%
+131
222
$58K 0.02%
+1,036
223
$58K 0.02%
+558
224
$56K 0.01%
+2,207
225
$55K 0.01%
+183