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
$106M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$223K
3
+$208K
4
DE icon
Deere & Co
DE
+$197K
5
MA icon
Mastercard
MA
+$110K

Top Sells

1
+$237K
2
+$202K
3
+$191K
4
LLY icon
Eli Lilly
LLY
+$169K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$137K

Sector Composition

1 Healthcare 15.92%
2 Industrials 10.89%
3 Technology 9.25%
4 Financials 7.85%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 15.17%
33,831
-400
2
$7.68M 7.22%
70,990
+140
3
$7.25M 6.8%
130,705
-750
4
$4.13M 3.88%
7,093
-290
5
$3.89M 3.65%
5,503
-185
6
$2.79M 2.62%
5,305
-244
7
$2.71M 2.54%
10,409
-238
8
$2.57M 2.42%
34,157
-1,813
9
$2.28M 2.14%
11,842
-4
10
$1.83M 1.72%
16,816
+190
11
$1.72M 1.62%
4,043
+258
12
$1.56M 1.47%
13,322
-195
13
$1.56M 1.47%
3,444
+97
14
$1.48M 1.39%
6,637
-292
15
$1.43M 1.34%
4,810
+135
16
$1.4M 1.32%
2,993
+112
17
$1.24M 1.16%
9,908
-13
18
$1.2M 1.13%
2,546
+20
19
$1.13M 1.06%
11,314
-235
20
$1.12M 1.05%
3,219
+155
21
$1.1M 1.03%
2,919
22
$1.07M 1.01%
4,106
-69
23
$1.06M 0.99%
6,231
-633
24
$1.02M 0.96%
1,544
-25
25
$1.01M 0.95%
3,900
-107
1
2 3 4 5