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
$99.4M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$208K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$95.7K
5
NOC icon
Northrop Grumman
NOC
+$49.1K

Top Sells

1
+$531K
2
+$198K
3
+$106K
4
VZ icon
Verizon
VZ
+$104K
5
INTC icon
Intel
INTC
+$100K

Sector Composition

1 Healthcare 18.34%
2 Industrials 10.49%
3 Financials 7.32%
4 Technology 7.07%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 13.56%
35,078
-1,382
2
$6.97M 7.01%
73,642
-1,121
3
$6.69M 6.73%
138,330
-1,445
4
$3M 3.02%
5,660
-20
5
$2.86M 2.88%
7,820
-180
6
$2.37M 2.38%
36,126
-834
7
$2.26M 2.28%
10,890
+34
8
$2.24M 2.25%
5,772
-10
9
$1.87M 1.88%
16,876
+166
10
$1.75M 1.76%
14,517
-12
11
$1.62M 1.63%
12,471
-63
12
$1.57M 1.58%
2,885
+90
13
$1.5M 1.5%
2,916
-48
14
$1.38M 1.39%
6,936
15
$1.33M 1.34%
3,834
+20
16
$1.33M 1.34%
4,809
-94
17
$1.31M 1.32%
11,916
+1
18
$1.22M 1.23%
6,771
-25
19
$1.22M 1.23%
4,638
+40
20
$1.22M 1.23%
9,747
-120
21
$1.21M 1.22%
23,661
-381
22
$1.11M 1.12%
15,461
+206
23
$1.11M 1.11%
4,468
24
$1.1M 1.1%
2,254
+50
25
$969K 0.97%
3,690
-10
1
2 3 4 5