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
$99.4M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$208K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$95.7K
5
NOC icon
Northrop Grumman
NOC
+$49.1K

Top Sells

1
+$531K
2
+$198K
3
+$106K
4
VZ icon
Verizon
VZ
+$104K
5
INTC icon
Intel
INTC
+$100K

Sector Composition

1 Healthcare 18.34%
2 Industrials 10.49%
3 Financials 7.32%
4 Technology 7.07%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$964K 0.97%
3,051
-55
27
$877K 0.88%
28,724
-1,037
28
$851K 0.86%
6,272
-51
29
$823K 0.83%
9,581
+195
30
$805K 0.81%
7,435
31
$786K 0.79%
19,951
-2,640
32
$751K 0.76%
3,286
33
$744K 0.75%
4,210
+1
34
$729K 0.73%
3,040
+399
35
$721K 0.73%
3,787
-98
36
$714K 0.72%
1,564
-30
37
$671K 0.68%
5,688
38
$646K 0.65%
2,705
-5
39
$631K 0.63%
15,281
-844
40
$624K 0.63%
13,677
41
$597K 0.6%
3,941
+75
42
$596K 0.6%
5,649
-29
43
$592K 0.6%
3,773
+1
44
$588K 0.59%
9,237
-299
45
$580K 0.58%
6,352
46
$574K 0.58%
5,232
-544
47
$574K 0.58%
4,089
-164
48
$572K 0.58%
8,722
-216
49
$563K 0.57%
7,880
50
$537K 0.54%
6,564
-29
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