RIA

Richwood Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$198K
3
+$198K
4
SYK icon
Stryker
SYK
+$195K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$190K

Top Sells

1
+$285K
2
+$206K
3
+$201K
4
MRK icon
Merck
MRK
+$118K
5
ADBE icon
Adobe
ADBE
+$102K

Sector Composition

1 Healthcare 11.59%
2 Technology 11.08%
3 Industrials 10.95%
4 Financials 9.92%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.86%
3,292
+1
27
$1.04M 0.86%
2,918
28
$1.03M 0.84%
12,797
-137
29
$973K 0.8%
3,128
30
$968K 0.79%
4,618
-65
31
$964K 0.79%
6,270
-300
32
$914K 0.75%
1,797
+65
33
$860K 0.71%
2,948
-38
34
$782K 0.64%
3,677
-134
35
$777K 0.64%
7,368
36
$765K 0.63%
10,809
37
$746K 0.61%
5,598
38
$744K 0.61%
3,250
-105
39
$727K 0.6%
6,558
-175
40
$722K 0.59%
1,857
-160
41
$717K 0.59%
5,427
-85
42
$663K 0.54%
2,286
-50
43
$661K 0.54%
4,150
44
$653K 0.54%
7,108
45
$651K 0.53%
15,035
-615
46
$631K 0.52%
20,551
47
$616K 0.51%
13,303
+225
48
$615K 0.5%
6,089
+115
49
$592K 0.49%
3,879
-10
50
$584K 0.48%
10,019
-160
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2
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