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
$99.4M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$202K
3
+$201K
4
MSFT icon
Microsoft
MSFT
+$95.8K
5
NOC icon
Northrop Grumman
NOC
+$47K

Top Sells

1
+$533K
2
+$197K
3
+$108K
4
INTC icon
Intel
INTC
+$105K
5
C icon
Citigroup
C
+$99.7K

Sector Composition

1 Healthcare 18.34%
2 Industrials 10.49%
3 Financials 7.32%
4 Technology 7.07%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.21%
+1,534
102
$207K 0.21%
840
-260
103
$204K 0.21%
2,036
-718
104
$204K 0.2%
965
105
$202K 0.2%
+1,895
1 2 3 4
5