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
$100M
AUM Growth
+$856K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$206K
3
+$200K
4
ADBE icon
Adobe
ADBE
+$129K
5
SYY icon
Sysco
SYY
+$112K

Top Sells

1
+$246K
2
+$208K
3
+$207K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$202K
5
ELV icon
Elevance Health
ELV
+$159K

Sector Composition

1 Healthcare 16.09%
2 Industrials 10.59%
3 Technology 8.47%
4 Financials 7.11%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.37%
2,855
77
$370K 0.37%
2,044
78
$367K 0.37%
2,218
-53
79
$358K 0.36%
4,815
-22
80
$353K 0.35%
3,550
-305
81
$344K 0.34%
1,505
82
$340K 0.34%
4,524
-491
83
$315K 0.31%
3,465
84
$312K 0.31%
2,145
-282
85
$309K 0.31%
3,525
-65
86
$303K 0.3%
5,803
-30
87
$299K 0.3%
1,230
-100
88
$295K 0.29%
829
89
$292K 0.29%
2,549
90
$290K 0.29%
2,243
91
$288K 0.29%
6,135
+100
92
$287K 0.29%
1,798
-260
93
$286K 0.29%
8,748
-60
94
$281K 0.28%
930
95
$252K 0.25%
4,380
96
$234K 0.23%
2,405
-40
97
$231K 0.23%
3,694
98
$222K 0.22%
6,461
-250
99
$214K 0.21%
2,436
+400
100
$213K 0.21%
6,672
-1,025
1 2 3
4
5