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
$121M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$639K
2 +$234K
3 +$199K
4
PAYX icon
Paychex
PAYX
+$31.7K
5
MRK icon
Merck
MRK
+$31.5K

Top Sells

1 +$278K
2 +$223K
3 +$174K
4
LLY icon
Eli Lilly
LLY
+$132K
5
ADP icon
Automatic Data Processing
ADP
+$126K

Sector Composition

1 Healthcare 15.62%
2 Industrials 11.18%
3 Technology 9.82%
4 Financials 7.93%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.17%
3,240
-215
102
$204K 0.17%
2,839
-730