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
$91.1M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$121K
2
+$94.7K
3
+$60K
4
MRK icon
Merck
MRK
+$46.9K
5
BA icon
Boeing
BA
+$33.3K

Top Sells

1
+$238K
2
+$216K
3
+$203K
4
JNPR
Juniper Networks
JNPR
+$201K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$149K

Sector Composition

1 Healthcare 18.13%
2 Industrials 10.18%
3 Technology 7.29%
4 Financials 6.89%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.38%
8,230
+50
77
$328K 0.36%
5,833
78
$325K 0.36%
12,596
-320
79
$319K 0.35%
956
-9
80
$313K 0.34%
2,993
81
$300K 0.33%
3,465
82
$300K 0.33%
2,021
+45
83
$292K 0.32%
4,136
84
$289K 0.32%
2,151
-170
85
$288K 0.32%
2,565
86
$286K 0.31%
3,618
-345
87
$282K 0.31%
829
-10
88
$276K 0.3%
5,471
-25
89
$272K 0.3%
930
-60
90
$272K 0.3%
2,243
-3
91
$264K 0.29%
7,932
-130
92
$254K 0.28%
2,754
93
$251K 0.28%
6,279
-320
94
$241K 0.26%
1,471
95
$240K 0.26%
1,330
-65
96
$231K 0.25%
1,100
97
$230K 0.25%
836
+218
98
$221K 0.24%
4,380
-600
99
$214K 0.23%
3,694
100
$203K 0.22%
2,445
-180
1 2 3
4
5