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
$122M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$198K
3
+$198K
4
SYK icon
Stryker
SYK
+$195K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$190K

Top Sells

1
+$285K
2
+$206K
3
+$201K
4
MRK icon
Merck
MRK
+$118K
5
ADBE icon
Adobe
ADBE
+$102K

Sector Composition

1 Healthcare 11.59%
2 Technology 11.08%
3 Industrials 10.95%
4 Financials 9.92%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.29%
475
77
$348K 0.29%
1,360
78
$321K 0.26%
4,630
79
$303K 0.25%
1,507
80
$303K 0.25%
6,472
-20
81
$301K 0.25%
3,750
82
$299K 0.25%
3,284
-848
83
$296K 0.24%
746
-49
84
$287K 0.24%
707
85
$282K 0.23%
2,248
-535
86
$279K 0.23%
2,070
87
$274K 0.22%
1,016
88
$267K 0.22%
2,812
89
$260K 0.21%
1,510
90
$247K 0.2%
3,266
91
$246K 0.2%
2,368
-419
92
$245K 0.2%
990
93
$231K 0.19%
8,057
+605
94
$230K 0.19%
899
95
$227K 0.19%
774
96
$220K 0.18%
+1,460
97
$214K 0.18%
+2,691
98
$206K 0.17%
+1,526
99
$206K 0.17%
+520
100
$202K 0.17%
+1,328
1 2 3
4
5