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
$102M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$206K
3
+$204K
4
PG icon
Procter & Gamble
PG
+$147K
5
DE icon
Deere & Co
DE
+$34.4K

Top Sells

1
+$619K
2
+$377K
3
+$374K
4
CSCO icon
Cisco
CSCO
+$303K
5
PAYX icon
Paychex
PAYX
+$292K

Sector Composition

1 Healthcare 16.27%
2 Industrials 10.29%
3 Technology 9.08%
4 Financials 7.19%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.32%
1,330
+100
77
$332K 0.32%
6,235
-885
78
$331K 0.32%
1,844
-672
79
$325K 0.32%
2,233
-622
80
$311K 0.3%
4,197
-1,299
81
$311K 0.3%
4,359
-834
82
$304K 0.3%
4,392
-423
83
$302K 0.29%
9,018
+270
84
$298K 0.29%
9,353
-1,764
85
$294K 0.29%
2,218
-25
86
$292K 0.28%
3,465
87
$286K 0.28%
3,349
-176
88
$275K 0.27%
2,916
-634
89
$267K 0.26%
1,715
-430
90
$267K 0.26%
4,380
91
$265K 0.26%
909
-21
92
$245K 0.24%
5,326
-809
93
$242K 0.24%
1,798
94
$235K 0.23%
2,405
95
$232K 0.23%
3,694
96
$226K 0.22%
890
97
$223K 0.22%
1,770
98
$206K 0.2%
+3,810
99
$204K 0.2%
+1,422
100
$204K 0.2%
6,872
+200
1 2 3
4
5