RIA

Richwood Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$498K
3
+$400K
4
CVS icon
CVS Health
CVS
+$273K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$220K

Top Sells

1
+$256K
2
+$234K
3
+$221K
4
AMGN icon
Amgen
AMGN
+$144K
5
AFL icon
Aflac
AFL
+$140K

Sector Composition

1 Industrials 13.29%
2 Healthcare 12.14%
3 Financials 8.86%
4 Technology 7.46%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
76
Chevron
CVX
$390B
$389K 0.28%
2,150
-376
ECL icon
77
Ecolab
ECL
$77.3B
$386K 0.28%
1,328
+313
ADP icon
78
Automatic Data Processing
ADP
$84B
$382K 0.27%
1,649
CSCO icon
79
Cisco
CSCO
$309B
$379K 0.27%
4,472
-158
MET icon
80
MetLife
MET
$44.3B
$366K 0.26%
4,786
ADBE icon
81
Adobe
ADBE
$102B
$357K 0.26%
1,329
+278
PM icon
82
Philip Morris
PM
$272B
$356K 0.26%
1,950
VOOG icon
83
Vanguard S&P 500 Growth ETF
VOOG
$21.3B
$326K 0.23%
746
UAL icon
84
United Airlines
UAL
$28B
$312K 0.22%
2,691
IMCG icon
85
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.11B
$308K 0.22%
3,725
-25
XLV icon
86
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$307K 0.22%
1,946
-112
NSC icon
87
Norfolk Southern
NSC
$65B
$301K 0.22%
983
+70
ALL icon
88
Allstate
ALL
$53.5B
$292K 0.21%
1,407
SYY icon
89
Sysco
SYY
$40.9B
$283K 0.2%
3,266
CL icon
90
Colgate-Palmolive
CL
$71.2B
$277K 0.2%
2,934
-350
IP icon
91
International Paper
IP
$19.7B
$277K 0.2%
5,942
-430
CVS icon
92
CVS Health
CVS
$96.9B
$271K 0.19%
+3,459
ITW icon
93
Illinois Tool Works
ITW
$76.9B
$266K 0.19%
905
-85
TMO icon
94
Thermo Fisher Scientific
TMO
$173B
$264K 0.19%
485
-115
PAYX icon
95
Paychex
PAYX
$33.2B
$236K 0.17%
2,397
-100
AEP icon
96
American Electric Power
AEP
$72.3B
$234K 0.17%
1,933
-355
ABT icon
97
Abbott
ABT
$188B
$231K 0.17%
2,084
-540
MMM icon
98
3M
MMM
$79.5B
$229K 0.16%
1,328
WMT icon
99
Walmart Inc
WMT
$1.01T
$222K 0.16%
+1,693
PSA icon
100
Public Storage
PSA
$52.3B
$216K 0.16%
753
-20
1 2 3
4
5