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
$121M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$256K
3
+$216K
4
PAYX icon
Paychex
PAYX
+$33.5K
5
MRK icon
Merck
MRK
+$30.1K

Top Sells

1
+$288K
2
+$247K
3
+$180K
4
ADP icon
Automatic Data Processing
ADP
+$133K
5
LLY icon
Eli Lilly
LLY
+$130K

Sector Composition

1 Healthcare 15.62%
2 Industrials 11.18%
3 Technology 9.82%
4 Financials 7.93%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.29%
3,398
-100
77
$339K 0.28%
2,302
-58
78
$324K 0.27%
3,636
-47
79
$319K 0.26%
2,070
-125
80
$308K 0.25%
2,822
-15
81
$301K 0.25%
1,675
82
$299K 0.25%
1,516
83
$294K 0.24%
1,120
-30
84
$293K 0.24%
4,020
85
$287K 0.24%
1,123
-193
86
$281K 0.23%
774
87
$281K 0.23%
815
88
$280K 0.23%
2,538
-40
89
$277K 0.23%
1,462
-125
90
$268K 0.22%
1,997
+250
91
$263K 0.22%
4,207
-300
92
$259K 0.21%
3,322
-450
93
$256K 0.21%
+4,814
94
$241K 0.2%
969
-30
95
$240K 0.2%
486
-104
96
$237K 0.2%
1,886
97
$233K 0.19%
1,920
-70
98
$231K 0.19%
4,221
-275
99
$216K 0.18%
+1,002
100
$207K 0.17%
8,821
-215
1 2 3
4
5