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
$121M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$256K
3
+$216K
4
PAYX icon
Paychex
PAYX
+$33.5K
5
MRK icon
Merck
MRK
+$30.1K

Top Sells

1
+$288K
2
+$247K
3
+$180K
4
ADP icon
Automatic Data Processing
ADP
+$133K
5
LLY icon
Eli Lilly
LLY
+$130K

Sector Composition

1 Healthcare 15.62%
2 Industrials 11.18%
3 Technology 9.82%
4 Financials 7.93%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.5%
11,598
-719
52
$586K 0.48%
5,443
-290
53
$578K 0.48%
3,861
-145
54
$573K 0.47%
6,833
-380
55
$542K 0.45%
1,981
+70
56
$540K 0.45%
15,122
-1,370
57
$540K 0.45%
4,588
58
$529K 0.44%
5,079
-35
59
$527K 0.44%
3,252
-110
60
$524K 0.43%
18,111
-50
61
$522K 0.43%
4,954
-111
62
$510K 0.42%
10,039
-380
63
$503K 0.42%
4,413
-71
64
$499K 0.41%
5,546
-125
65
$494K 0.41%
1,784
-480
66
$490K 0.41%
5,644
67
$476K 0.39%
1,933
-34
68
$460K 0.38%
743
+13
69
$453K 0.37%
1,678
-37
70
$439K 0.36%
2,083
-125
71
$432K 0.36%
4,162
72
$422K 0.35%
3,022
73
$409K 0.34%
4,958
-185
74
$391K 0.32%
3,753
-300
75
$366K 0.3%
7,487
-470
1 2
3
4 5