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
$102M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$206K
3
+$204K
4
PG icon
Procter & Gamble
PG
+$147K
5
DE icon
Deere & Co
DE
+$34.4K

Top Sells

1
+$619K
2
+$377K
3
+$374K
4
CSCO icon
Cisco
CSCO
+$303K
5
PAYX icon
Paychex
PAYX
+$292K

Sector Composition

1 Healthcare 16.27%
2 Industrials 10.29%
3 Technology 9.08%
4 Financials 7.19%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.55%
9,433
+47
52
$529K 0.52%
17,942
53
$522K 0.51%
5,930
-39
54
$519K 0.51%
11,735
+165
55
$515K 0.5%
1,054
+24
56
$515K 0.5%
4,721
-801
57
$496K 0.48%
3,577
58
$489K 0.48%
4,851
+127
59
$468K 0.46%
4,281
-128
60
$455K 0.44%
1,836
-39
61
$448K 0.44%
3,119
-358
62
$438K 0.43%
6,278
+445
63
$437K 0.43%
5,664
64
$436K 0.43%
1,076
+85
65
$431K 0.42%
4,767
-360
66
$427K 0.42%
2,714
+101
67
$421K 0.41%
+4,410
68
$408K 0.4%
1,992
-325
69
$396K 0.39%
2,124
-94
70
$386K 0.38%
740
71
$380K 0.37%
1,545
+40
72
$348K 0.34%
4,512
-12
73
$340K 0.33%
6,015
-757
74
$335K 0.33%
1,930
-114
75
$333K 0.33%
780
-49
1 2
3
4 5