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
$91.1M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$121K
2
+$94.7K
3
+$60K
4
MRK icon
Merck
MRK
+$46.9K
5
BA icon
Boeing
BA
+$33.3K

Top Sells

1
+$238K
2
+$216K
3
+$203K
4
JNPR
Juniper Networks
JNPR
+$201K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$149K

Sector Composition

1 Healthcare 18.13%
2 Industrials 10.18%
3 Technology 7.29%
4 Financials 6.89%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.94%
3,106
-62
27
$851K 0.93%
2,204
+20
28
$834K 0.92%
3,700
-150
29
$753K 0.83%
1,594
30
$712K 0.78%
6,323
-105
31
$705K 0.77%
7,435
32
$688K 0.76%
4,209
-172
33
$662K 0.73%
3,286
34
$649K 0.71%
16,125
-970
35
$621K 0.68%
3,844
+586
36
$615K 0.67%
2,641
-130
37
$613K 0.67%
2,710
38
$604K 0.66%
3,772
-190
39
$585K 0.64%
7,247
-100
40
$584K 0.64%
13,677
-1,900
41
$582K 0.64%
5,688
42
$582K 0.64%
5,678
-1,455
43
$579K 0.64%
9,386
+210
44
$575K 0.63%
8,938
-600
45
$559K 0.61%
5,776
-20
46
$546K 0.6%
4,253
-10
47
$536K 0.59%
7,880
-210
48
$534K 0.59%
9,536
-150
49
$524K 0.58%
6,352
50
$506K 0.56%
2,599
+45
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