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
$102M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$206K
3
+$204K
4
PG icon
Procter & Gamble
PG
+$147K
5
DE icon
Deere & Co
DE
+$34.4K

Top Sells

1
+$619K
2
+$377K
3
+$374K
4
CSCO icon
Cisco
CSCO
+$303K
5
PAYX icon
Paychex
PAYX
+$292K

Sector Composition

1 Healthcare 16.27%
2 Industrials 10.29%
3 Technology 9.08%
4 Financials 7.19%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 0.84%
4,070
+85
27
$855K 0.83%
27,643
-961
28
$853K 0.83%
3,964
-4
29
$845K 0.82%
1,569
+15
30
$822K 0.8%
5,953
-210
31
$799K 0.78%
21,796
-864
32
$792K 0.77%
7,471
+36
33
$788K 0.77%
3,549
-86
34
$765K 0.75%
6,421
-143
35
$750K 0.73%
9,731
+150
36
$745K 0.73%
4,909
+968
37
$719K 0.7%
19,337
-382
38
$679K 0.66%
3,378
39
$674K 0.66%
13,557
-60
40
$659K 0.64%
3,803
+31
41
$641K 0.63%
7,925
-667
42
$631K 0.62%
3,969
-15
43
$624K 0.61%
3,768
-527
44
$618K 0.6%
14,483
-498
45
$609K 0.6%
3,498
-64
46
$604K 0.59%
6,352
47
$602K 0.59%
2,739
+34
48
$594K 0.58%
5,735
+47
49
$583K 0.57%
12,273
-2,107
50
$576K 0.56%
8,193
+313
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2
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