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
$100M
AUM Growth
+$856K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$206K
3
+$200K
4
ADBE icon
Adobe
ADBE
+$129K
5
SYY icon
Sysco
SYY
+$112K

Top Sells

1
+$246K
2
+$208K
3
+$207K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$202K
5
ELV icon
Elevance Health
ELV
+$159K

Sector Composition

1 Healthcare 16.09%
2 Industrials 10.59%
3 Technology 8.47%
4 Financials 7.11%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.89%
28,604
-120
27
$879K 0.88%
3,635
-55
28
$868K 0.87%
3,010
-30
29
$847K 0.84%
3,985
+198
30
$827K 0.82%
6,163
-109
31
$811K 0.81%
3,286
32
$795K 0.79%
9,581
33
$784K 0.78%
7,435
34
$772K 0.77%
1,554
-10
35
$767K 0.76%
19,719
-232
36
$666K 0.66%
4,295
+85
37
$645K 0.64%
13,617
-60
38
$630K 0.63%
3,984
-105
39
$619K 0.62%
5,649
40
$616K 0.61%
8,592
-130
41
$616K 0.61%
3,772
-1
42
$610K 0.61%
6,564
43
$602K 0.6%
2,705
44
$594K 0.59%
6,352
45
$588K 0.59%
3,562
-1
46
$586K 0.58%
3,941
47
$582K 0.58%
9,386
+149
48
$579K 0.58%
3,378
-10
49
$564K 0.56%
5,688
50
$560K 0.56%
14,981
-300
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