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
$100M
AUM Growth
+$856K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$206K
3
+$200K
4
ADBE icon
Adobe
ADBE
+$129K
5
SYY icon
Sysco
SYY
+$112K

Top Sells

1
+$246K
2
+$208K
3
+$207K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$202K
5
ELV icon
Elevance Health
ELV
+$159K

Sector Composition

1 Healthcare 16.09%
2 Industrials 10.59%
3 Technology 8.47%
4 Financials 7.11%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 14.33%
34,969
-109
2
$7.1M 7.08%
73,417
-225
3
$6.97M 6.95%
139,270
+940
4
$2.67M 2.66%
5,741
-31
5
$2.63M 2.62%
7,657
-163
6
$2.63M 2.62%
5,560
-100
7
$2.61M 2.6%
36,518
+392
8
$2.42M 2.42%
10,749
-141
9
$2.05M 2.04%
12,426
-45
10
$1.78M 1.77%
16,695
-181
11
$1.59M 1.59%
13,589
-928
12
$1.55M 1.55%
3,283
+1,029
13
$1.4M 1.4%
3,850
+16
14
$1.37M 1.36%
6,835
-101
15
$1.32M 1.31%
2,854
-31
16
$1.3M 1.29%
4,638
17
$1.27M 1.26%
11,565
-351
18
$1.24M 1.24%
6,826
+55
19
$1.21M 1.21%
9,791
+44
20
$1.18M 1.18%
2,571
-345
21
$1.18M 1.18%
4,241
-568
22
$1.07M 1.07%
15,440
-21
23
$925K 0.92%
22,660
-1,001
24
$912K 0.91%
3,090
+39
25
$906K 0.9%
3,968
-500
1
2 3 4 5