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
$106M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$223K
3
+$208K
4
DE icon
Deere & Co
DE
+$197K
5
MA icon
Mastercard
MA
+$110K

Top Sells

1
+$237K
2
+$202K
3
+$191K
4
LLY icon
Eli Lilly
LLY
+$169K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$137K

Sector Composition

1 Healthcare 15.92%
2 Industrials 10.89%
3 Technology 9.25%
4 Financials 7.85%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.53%
3,621
-247
52
$566K 0.53%
9,608
+60
53
$565K 0.53%
8,053
+185
54
$563K 0.53%
17,388
-400
55
$551K 0.52%
12,810
-50
56
$545K 0.51%
2,339
-215
57
$538K 0.51%
4,106
-125
58
$528K 0.5%
3,700
-145
59
$523K 0.49%
1,770
+225
60
$489K 0.46%
5,931
-264
61
$488K 0.46%
4,788
+2
62
$473K 0.44%
1,927
63
$470K 0.44%
5,644
-20
64
$453K 0.43%
11,256
-625
65
$452K 0.42%
1,786
66
$432K 0.41%
4,752
67
$422K 0.4%
8,396
-600
68
$395K 0.37%
3,022
-140
69
$393K 0.37%
740
70
$386K 0.36%
2,268
+205
71
$370K 0.35%
2,480
-190
72
$369K 0.35%
2,614
-505
73
$360K 0.34%
4,512
74
$359K 0.34%
5,428
-562
75
$335K 0.31%
1,280
-25
1 2
3
4 5