RIA

Richwood Investment Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$236K
2 +$223K
3 +$208K
4
DE icon
Deere & Co
DE
+$197K
5
MA icon
Mastercard
MA
+$110K

Top Sells

1 +$237K
2 +$202K
3 +$191K
4
LLY icon
Eli Lilly
LLY
+$169K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$137K

Sector Composition

1 Healthcare 15.92%
2 Industrials 10.89%
3 Technology 9.25%
4 Financials 7.85%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,422
102
-3,754