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
$99.4M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$208K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$95.7K
5
NOC icon
Northrop Grumman
NOC
+$49.1K

Top Sells

1
+$531K
2
+$198K
3
+$106K
4
VZ icon
Verizon
VZ
+$104K
5
INTC icon
Intel
INTC
+$100K

Sector Composition

1 Healthcare 18.34%
2 Industrials 10.49%
3 Financials 7.32%
4 Technology 7.07%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.53%
3,388
52
$526K 0.53%
3,563
-24
53
$513K 0.52%
7,083
+54
54
$503K 0.51%
2,427
-172
55
$501K 0.5%
5,252
+90
56
$493K 0.5%
6,344
-903
57
$493K 0.5%
10,950
-115
58
$492K 0.5%
4,724
59
$491K 0.49%
2,734
+1
60
$477K 0.48%
14,530
-2,011
61
$471K 0.47%
2,707
-1,137
62
$458K 0.46%
3,577
63
$451K 0.45%
4,837
+150
64
$431K 0.43%
3,477
-742
65
$430K 0.43%
5,800
66
$426K 0.43%
4,587
-97
67
$425K 0.43%
991
+35
68
$425K 0.43%
17,942
-726
69
$420K 0.42%
5,833
70
$408K 0.41%
740
71
$395K 0.4%
5,015
-72
72
$387K 0.39%
2,427
-237
73
$383K 0.39%
2,855
-138
74
$381K 0.38%
11,012
-1,057
75
$376K 0.38%
7,471
-609
1 2
3
4 5