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
$112M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$414K
3
+$347K
4
NSC icon
Norfolk Southern
NSC
+$278K
5
V icon
Visa
V
+$271K

Top Sells

1
+$285K
2
+$246K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
SYK icon
Stryker
SYK
+$179K

Sector Composition

1 Healthcare 15.28%
2 Industrials 9.71%
3 Technology 8.86%
4 Financials 6.9%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-400
127
– –
-1,739
128
– –
-80
129
– –
-40
130
– –
-54
131
– –
-300
132
– –
-350
133
– –
-215
134
– –
-558
135
– –
-1,830
136
– –
-1,500
137
– –
-1,312
138
– –
-95
139
– –
-163
140
– –
-178
141
– –
-606
142
– –
-150
143
– –
-133
144
– –
-430
145
– –
-229
146
– –
-1,590
147
– –
-350
148
– –
-280
149
– –
-420
150
– –
-545
4 5
6
7 8