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RIA

Richwood Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$242K
3
+$204K
4
INTC icon
Intel
INTC
+$204K
5
DE icon
Deere & Co
DE
+$59.2K

Top Sells

1
+$260K
2
+$220K
3
+$206K
4
LMT icon
Lockheed Martin
LMT
+$161K
5
NOW icon
ServiceNow
NOW
+$134K

Sector Composition

1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.86%
3,291
-1
27
$1.09M 0.85%
2,915
-3
28
$1.08M 0.85%
3,128
29
$1.07M 0.84%
12,797
30
$1.03M 0.81%
3,644
-142
31
$1.01M 0.79%
2,948
32
$990K 0.78%
4,588
-30
33
$877K 0.69%
1,917
+120
34
$820K 0.64%
7,343
-25
35
$789K 0.62%
5,597
-1
36
$755K 0.59%
3,552
-125
37
$753K 0.59%
2,386
+100
38
$734K 0.58%
11,068
+259
39
$732K 0.57%
5,211
-216
40
$722K 0.57%
6,508
-50
41
$719K 0.56%
3,856
+207
42
$717K 0.56%
3,868
-11
43
$707K 0.55%
3,200
-50
44
$674K 0.53%
7,108
45
$650K 0.51%
14,794
-241
46
$645K 0.51%
20,388
-163
47
$638K 0.5%
4,149
-1
48
$635K 0.5%
10,019
49
$590K 0.46%
5,812
-55
50
$587K 0.46%
3,863
+150
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