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

Top Buys

1 +$663K
2 +$256K
3 +$216K
4
PAYX icon
Paychex
PAYX
+$33.5K
5
MRK icon
Merck
MRK
+$30.1K

Top Sells

1 +$288K
2 +$247K
3 +$180K
4
ADP icon
Automatic Data Processing
ADP
+$133K
5
LLY icon
Eli Lilly
LLY
+$130K

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