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
$91.1M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$121K
2
+$94.7K
3
+$60K
4
MRK icon
Merck
MRK
+$46.9K
5
BA icon
Boeing
BA
+$33.3K

Top Sells

1
+$238K
2
+$216K
3
+$203K
4
JNPR
Juniper Networks
JNPR
+$201K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$149K

Sector Composition

1 Healthcare 18.13%
2 Industrials 10.18%
3 Technology 7.29%
4 Financials 6.89%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.55%
4,219
-115
52
$488K 0.54%
3,866
53
$484K 0.53%
3,587
-215
54
$470K 0.52%
3,885
+275
55
$464K 0.51%
16,541
-373
56
$452K 0.5%
3,388
-26
57
$447K 0.49%
4,687
58
$443K 0.49%
5,162
-120
59
$432K 0.47%
4,684
60
$431K 0.47%
4,724
61
$430K 0.47%
18,668
-70
62
$427K 0.47%
7,029
+16
63
$411K 0.45%
11,065
+320
64
$403K 0.44%
6,593
-70
65
$402K 0.44%
2,664
-430
66
$393K 0.43%
2,733
67
$389K 0.43%
5,800
68
$383K 0.42%
12,069
+860
69
$380K 0.42%
3,577
70
$375K 0.41%
740
-55
71
$373K 0.41%
3,869
-295
72
$357K 0.39%
5,087
-200
73
$355K 0.39%
8,080
-465
74
$352K 0.39%
2,437
75
$347K 0.38%
2,044
1 2
3
4 5