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RIA

Richwood Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$242K
3
+$204K
4
INTC icon
Intel
INTC
+$204K
5
DE icon
Deere & Co
DE
+$59.2K

Top Sells

1
+$260K
2
+$220K
3
+$206K
4
LMT icon
Lockheed Martin
LMT
+$161K
5
NOW icon
ServiceNow
NOW
+$134K

Sector Composition

1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.46%
4,310
52
$558K 0.44%
5,043
53
$554K 0.43%
2,351
-35
54
$536K 0.42%
11,887
-1,416
55
$519K 0.41%
4,176
-38
56
$514K 0.4%
2,175
+137
57
$501K 0.39%
8,833
58
$500K 0.39%
3,147
+126
59
$498K 0.39%
1,542
-315
60
$489K 0.38%
5,516
-38
61
$484K 0.38%
19,765
-175
62
$484K 0.38%
1,649
63
$473K 0.37%
5,658
-431
64
$468K 0.37%
4,659
65
$445K 0.35%
9,073
-300
66
$441K 0.35%
3,577
-65
67
$422K 0.33%
4,434
-312
68
$420K 0.33%
16,484
-1,001
69
$399K 0.31%
4,215
-500
70
$394K 0.31%
1,322
-38
71
$394K 0.31%
4,786
-166
72
$392K 0.31%
2,526
-1
73
$371K 0.29%
1,051
-1
74
$367K 0.29%
474
-1
75
$352K 0.28%
2,624
-195
1 2
3
4 5