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
$91.1M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$139K
2
+$111K
3
+$82.5K
4
MRK icon
Merck
MRK
+$48.7K
5
BA icon
Boeing
BA
+$42.2K

Top Sells

1
+$238K
2
+$216K
3
+$203K
4
JNPR
Juniper Networks
JNPR
+$201K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$160K

Sector Composition

1 Healthcare 18.13%
2 Industrials 10.18%
3 Technology 7.29%
4 Financials 6.89%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.22%
2,375
-80
102
$201K 0.22%
965
103
– –
-1,732
104
– –
-1,895
105
– –
-965
106
– –
-7,051
1 2 3 4
5