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RIA
Richwood Investment Advisors Portfolio holdings
AUM
$130M
1-Year Est. Return
16.05%
This Fund
S&P 500
1 Year Est. Return
+16.05%
AUM
$130M
AUM Growth
-$9.52M
(-6.8%)
Holding
107
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.62M | |
| 3 | +$389K | |
| 4 |
Qualcomm
QCOM
|
+$230K |
| 5 |
Sysco
SYY
|
+$172K |
Top Sells
| 1 | +$307K | |
| 2 | +$264K | |
| 3 | +$231K | |
| 4 |
3M
MMM
|
+$229K |
| 5 |
Packaging Corp of America
PKG
|
+$214K |
Sector Composition
| 1 | Industrials | 13.11% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 8.63% |
| 4 | Technology | 8.01% |
| 5 | Consumer Discretionary | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
| – | – |
-1,366
|
|
||
|
102
3M
MMM
$82.7B
| – | – |
-1,328
|
|
||
|
103
Packaging Corp of America
PKG
$20.7B
| – | – |
-897
|
|
||
104
Invesco S&P 500 Low Volatility ETF
SPLV
$7.08B
| – | – |
-2,694
|
|
||
105
Thermo Fisher Scientific
TMO
$176B
| – | – |
-485
|
|
||
106
State Street SPDR S&P Biotech ETF
XBI
$8.3B
| – | – |
-1,629
|
|
||
107
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
| – | – |
-1,946
|
|