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
$100M
AUM Growth
+$856K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$201K
3
+$195K
4
ADBE icon
Adobe
ADBE
+$119K
5
SYY icon
Sysco
SYY
+$111K

Top Sells

1
+$246K
2
+$208K
3
+$207K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$202K
5
ELV icon
Elevance Health
ELV
+$164K

Sector Composition

1 Healthcare 16.09%
2 Industrials 10.59%
3 Technology 8.47%
4 Financials 7.11%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.21%
+1,482
102
$205K 0.2%
890
-75
103
$200K 0.2%
+1,770
104
– –
-1,534
105
– –
-2,375
106
– –
-840
107
– –
-1,895
1 2 3 4
5