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
$99.4M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$208K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$95.7K
5
NOC icon
Northrop Grumman
NOC
+$49.1K

Top Sells

1
+$531K
2
+$198K
3
+$106K
4
VZ icon
Verizon
VZ
+$104K
5
INTC icon
Intel
INTC
+$100K

Sector Composition

1 Healthcare 18.34%
2 Industrials 10.49%
3 Financials 7.32%
4 Technology 7.07%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.37%
2,044
77
$361K 0.36%
1,505
+34
78
$359K 0.36%
5,234
-237
79
$353K 0.36%
3,855
-14
80
$343K 0.34%
1,980
-41
81
$333K 0.33%
2,058
-93
82
$331K 0.33%
2,271
-166
83
$329K 0.33%
3,465
84
$311K 0.31%
829
85
$309K 0.31%
4,046
-90
86
$305K 0.31%
3,590
-28
87
$305K 0.31%
2,243
88
$295K 0.3%
2,549
-16
89
$293K 0.29%
1,330
90
$278K 0.28%
5,833
-446
91
$273K 0.27%
6,035
-2,195
92
$261K 0.26%
930
93
$248K 0.25%
7,697
-235
94
$247K 0.25%
2,445
95
$246K 0.25%
2,375
96
$236K 0.24%
3,694
97
$236K 0.24%
4,380
98
$234K 0.24%
695
-141
99
$233K 0.23%
8,808
-3,788
100
$214K 0.22%
+6,711
1 2 3
4
5