RIA

Richwood Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.2M
3
+$7.29M
4
NOW icon
ServiceNow
NOW
+$4.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.35%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
+30
252
$4K ﹤0.01%
+125
253
$3K ﹤0.01%
+47
254
$3K ﹤0.01%
+54
255
$3K ﹤0.01%
+59
256
$2K ﹤0.01%
+85
257
$2K ﹤0.01%
+9
258
$2K ﹤0.01%
+7
259
$2K ﹤0.01%
+100
260
$2K ﹤0.01%
+20
261
$2K ﹤0.01%
+80
262
$2K ﹤0.01%
+163
263
$1K ﹤0.01%
+20
264
$1K ﹤0.01%
+40
265
$1K ﹤0.01%
+45
266
$1K ﹤0.01%
+44
267
$0 ﹤0.01%
+2
268
$0 ﹤0.01%
+600
269
– –
0
7 8 9 10
11