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
$106M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$223K
3
+$208K
4
DE icon
Deere & Co
DE
+$197K
5
MA icon
Mastercard
MA
+$110K

Top Sells

1
+$237K
2
+$202K
3
+$191K
4
LLY icon
Eli Lilly
LLY
+$169K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$137K

Sector Composition

1 Healthcare 15.92%
2 Industrials 10.89%
3 Technology 9.25%
4 Financials 7.85%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$990K 0.93%
3,814
-150
27
$973K 0.91%
3,379
-110
28
$921K 0.86%
3,187
-80
29
$825K 0.77%
26,442
-736
30
$801K 0.75%
3,328
-30
31
$790K 0.74%
7,078
-340
32
$785K 0.74%
9,693
-418
33
$758K 0.71%
14,770
-486
34
$721K 0.68%
1,209
35
$721K 0.68%
13,442
36
$708K 0.66%
4,833
37
$681K 0.64%
18,069
-914
38
$674K 0.63%
6,391
-30
39
$670K 0.63%
13,617
-816
40
$669K 0.63%
5,508
-310
41
$655K 0.61%
1,637
+492
42
$651K 0.61%
3,638
-115
43
$651K 0.61%
7,220
-610
44
$650K 0.61%
6,305
45
$639K 0.6%
3,411
-40
46
$606K 0.57%
5,220
-465
47
$598K 0.56%
4,490
+80
48
$589K 0.55%
7,138
+860
49
$579K 0.54%
20,111
-218
50
$575K 0.54%
5,225
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