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
$102M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$206K
3
+$204K
4
PG icon
Procter & Gamble
PG
+$147K
5
DE icon
Deere & Co
DE
+$34.4K

Top Sells

1
+$619K
2
+$377K
3
+$374K
4
CSCO icon
Cisco
CSCO
+$303K
5
PAYX icon
Paychex
PAYX
+$292K

Sector Composition

1 Healthcare 16.27%
2 Industrials 10.29%
3 Technology 9.08%
4 Financials 7.19%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 14.85%
34,123
-846
2
$7.1M 6.94%
71,288
-2,129
3
$6.91M 6.75%
132,125
-7,145
4
$3.46M 3.38%
7,388
-269
5
$3.21M 3.13%
5,708
-33
6
$2.67M 2.61%
5,561
+1
7
$2.63M 2.57%
36,248
-270
8
$2.55M 2.49%
10,734
-15
9
$2.29M 2.23%
11,794
-632
10
$1.95M 1.91%
16,911
+216
11
$1.55M 1.51%
6,851
+16
12
$1.53M 1.49%
13,489
-100
13
$1.52M 1.49%
3,305
+22
14
$1.49M 1.45%
3,781
-69
15
$1.4M 1.37%
4,700
+62
16
$1.29M 1.26%
2,827
-27
17
$1.26M 1.23%
6,826
18
$1.24M 1.21%
11,566
+1
19
$1.22M 1.19%
9,981
+190
20
$1.18M 1.15%
4,152
-89
21
$1.14M 1.12%
2,571
22
$994K 0.97%
2,919
-91
23
$984K 0.96%
15,391
-49
24
$947K 0.92%
3,286
25
$931K 0.91%
2,999
-91
1
2 3 4 5