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
$106M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$206K
3
+$194K
4
DE icon
Deere & Co
DE
+$186K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1
+$237K
2
+$202K
3
+$179K
4
LLY icon
Eli Lilly
LLY
+$169K
5
UNH icon
UnitedHealth
UNH
+$130K

Sector Composition

1 Healthcare 15.92%
2 Industrials 10.89%
3 Technology 9.25%
4 Financials 7.85%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$324K 0.3%
1,715
77
$321K 0.3%
8,883
-470
78
$314K 0.29%
5,727
-277
79
$312K 0.29%
9,680
-427
80
$307K 0.29%
3,887
-35
81
$305K 0.29%
1,537
-112
82
$299K 0.28%
2,195
83
$296K 0.28%
640
-92
84
$295K 0.28%
3,163
-130
85
$285K 0.27%
3,897
-300
86
$269K 0.25%
3,315
-150
87
$268K 0.25%
4,155
88
$265K 0.25%
1,684
-110
89
$262K 0.25%
859
-50
90
$259K 0.24%
1,673
-125
91
$245K 0.23%
2,835
-45
92
$241K 0.23%
4,687
-713
93
$236K 0.22%
+999
94
$226K 0.21%
2,405
95
$224K 0.21%
3,569
-125
96
$223K 0.21%
+1,675
97
$221K 0.21%
815
-75
98
$220K 0.21%
1,352
-90
99
$211K 0.2%
1,449
-440
100
$208K 0.2%
+1,487
1 2 3
4
5