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
$113M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$207K
2 +$128K
3 +$80.4K
4
BA icon
Boeing
BA
+$63.7K
5
CLX icon
Clorox
CLX
+$60.5K

Top Sells

1 +$220K
2 +$205K
3 +$201K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$130K
5
AMGN icon
Amgen
AMGN
+$113K

Sector Composition

1 Healthcare 16.03%
2 Industrials 10.8%
3 Technology 8.85%
4 Financials 8.18%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,352