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
$121M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$256K
3
+$216K
4
PAYX icon
Paychex
PAYX
+$33.5K
5
MRK icon
Merck
MRK
+$30.1K

Top Sells

1
+$288K
2
+$247K
3
+$180K
4
ADP icon
Automatic Data Processing
ADP
+$133K
5
LLY icon
Eli Lilly
LLY
+$130K

Sector Composition

1 Healthcare 15.62%
2 Industrials 11.18%
3 Technology 9.82%
4 Financials 7.93%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.87%
3,473
27
$1.04M 0.86%
6,091
-200
28
$975K 0.81%
5,735
-634
29
$972K 0.8%
2,485
30
$901K 0.74%
3,321
-90
31
$874K 0.72%
3,018
32
$873K 0.72%
6,820
-25
33
$867K 0.72%
6,356
+4,866
34
$818K 0.68%
4,723
35
$798K 0.66%
7,136
-182
36
$759K 0.63%
16,896
-277
37
$758K 0.63%
13,417
-150
38
$736K 0.61%
22,156
-840
39
$730K 0.6%
4,802
-230
40
$725K 0.6%
5,657
-291
41
$718K 0.59%
3,458
-155
42
$717K 0.59%
9,973
+50
43
$716K 0.59%
12,199
44
$697K 0.58%
7,728
-25
45
$676K 0.56%
4,754
-90
46
$665K 0.55%
3,432
-422
47
$665K 0.55%
1,594
-60
48
$658K 0.54%
4,039
-250
49
$615K 0.51%
1,189
-48
50
$602K 0.5%
4,580
+85
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2
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