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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.2M
3
+$7.29M
4
NOW icon
ServiceNow
NOW
+$4.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.35%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.02%
+825
202
$21K 0.02%
+150
203
$21K 0.02%
+1,549
204
$21K 0.02%
+600
205
$20K 0.02%
+330
206
$20K 0.02%
+450
207
$20K 0.02%
+600
208
$20K 0.02%
+350
209
$19K 0.02%
+65
210
$19K 0.02%
+54
211
$18K 0.02%
+150
212
$18K 0.02%
+336
213
$18K 0.02%
+150
214
$18K 0.02%
+69
215
$18K 0.02%
+250
216
$18K 0.02%
+210
217
$18K 0.02%
+663
218
$17K 0.01%
+450
219
$17K 0.01%
+100
220
$17K 0.01%
+300
221
$16K 0.01%
+220
222
$16K 0.01%
+350
223
$15K 0.01%
+65
224
$14K 0.01%
+490
225
$14K 0.01%
+200
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