RIA

Richwood Investment Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$414K
3
+$347K
4
NSC icon
Norfolk Southern
NSC
+$278K
5
V icon
Visa
V
+$271K

Top Sells

1
+$285K
2
+$246K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
SYK icon
Stryker
SYK
+$179K

Sector Composition

1 Healthcare 15.28%
2 Industrials 9.71%
3 Technology 8.86%
4 Financials 6.9%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$962K 0.86%
7,958
27
$948K 0.85%
3,168
+415
28
$947K 0.85%
9,853
-90
29
$932K 0.83%
1,619
-10
30
$923K 0.82%
3,815
-95
31
$854K 0.76%
2,771
-150
32
$846K 0.76%
7,535
33
$837K 0.75%
7,547
+800
34
$834K 0.74%
15,577
-200
35
$828K 0.74%
17,095
-100
36
$805K 0.72%
1,823
-4
37
$792K 0.71%
6,428
38
$777K 0.69%
4,383
+500
39
$741K 0.66%
3,094
40
$699K 0.62%
3,258
+490
41
$689K 0.62%
3,682
+115
42
$675K 0.6%
3,286
-110
43
$664K 0.59%
16,769
+5,407
44
$662K 0.59%
4,175
+585
45
$661K 0.59%
3,450
+1,145
46
$661K 0.59%
5,586
+1,475
47
$654K 0.58%
13,191
+2,220
48
$652K 0.58%
2,386
+616
49
$650K 0.58%
6,352
50
$625K 0.56%
10,086
+1,250
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