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
$654M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.9%
2 Consumer Discretionary 0.7%
3 Industrials 0.47%
4 Healthcare 0.41%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$75K 0.01%
+4,470
202
$72.6K 0.01%
+277
203
$71.5K 0.01%
+566
204
$69.8K 0.01%
+400
205
$69.7K 0.01%
+900
206
$69.4K 0.01%
+288
207
$69.3K 0.01%
+2,162
208
$67.9K 0.01%
+140
209
$67.8K 0.01%
+96
210
$67.7K 0.01%
+494
211
$64.5K 0.01%
+1,598
212
$63.9K 0.01%
+7,435
213
$63.7K 0.01%
+545
214
$63.4K 0.01%
+1,349
215
$63.2K 0.01%
+1,259
216
$61.8K 0.01%
+267
217
$61.2K 0.01%
16,814
218
$60.6K 0.01%
+548
219
$60.6K 0.01%
+320
220
$59.8K 0.01%
+852
221
$59.4K 0.01%
+1,183
222
$59.1K 0.01%
+757
223
$58.6K 0.01%
+658
224
$58.6K 0.01%
+405
225
$57.5K 0.01%
+1,163