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
$102M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$429K
2
+$196K
3
+$185K
4
PG icon
Procter & Gamble
PG
+$146K
5
DE icon
Deere & Co
DE
+$32.5K

Top Sells

1
+$619K
2
+$357K
3
+$355K
4
CSCO icon
Cisco
CSCO
+$303K
5
PAYX icon
Paychex
PAYX
+$292K

Sector Composition

1 Healthcare 16.27%
2 Industrials 10.29%
3 Technology 9.08%
4 Financials 7.19%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.2%
6,386
-75
102
– –
-5,803
103
– –
-5,649
104
– –
-2,436
105
– –
-2,549
106
– –
-1,482
1 2 3 4
5