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RIA

Richwood Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$242K
3
+$204K
4
INTC icon
Intel
INTC
+$204K
5
DE icon
Deere & Co
DE
+$59.2K

Top Sells

1
+$260K
2
+$220K
3
+$206K
4
LMT icon
Lockheed Martin
LMT
+$161K
5
NOW icon
ServiceNow
NOW
+$134K

Sector Composition

1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.25%
4,476
77
$317K 0.25%
4,630
78
$317K 0.25%
2,497
79
$316K 0.25%
1,950
-68
80
$315K 0.25%
2,247
-1
81
$310K 0.24%
3,750
82
$302K 0.24%
1,407
-100
83
$296K 0.23%
6,372
-100
84
$291K 0.23%
600
-107
85
$286K 0.22%
2,058
-12
86
$283K 0.22%
+8,426
87
$278K 0.22%
1,015
-1
88
$277K 0.22%
2,754
-58
89
$274K 0.21%
913
+14
90
$273K 0.21%
+2,065
91
$269K 0.21%
3,266
92
$263K 0.21%
3,284
93
$260K 0.2%
2,691
94
$258K 0.2%
990
95
$257K 0.2%
2,288
-80
96
$256K 0.2%
7,856
-201
97
$223K 0.18%
773
-1
98
$222K 0.17%
1,526
99
$209K 0.16%
+1,685
100
$206K 0.16%
1,328
1 2 3
4
5