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
$121M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$256K
3
+$216K
4
PAYX icon
Paychex
PAYX
+$33.5K
5
MRK icon
Merck
MRK
+$30.1K

Top Sells

1
+$288K
2
+$247K
3
+$180K
4
ADP icon
Automatic Data Processing
ADP
+$133K
5
LLY icon
Eli Lilly
LLY
+$130K

Sector Composition

1 Healthcare 15.62%
2 Industrials 11.18%
3 Technology 9.82%
4 Financials 7.93%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 15.87%
33,264
-500
2
$8M 6.62%
68,435
-895
3
$7.85M 6.49%
126,016
-2,882
4
$6.19M 5.12%
6,991
-147
5
$4.78M 3.95%
5,342
-72
6
$3.06M 2.53%
5,227
-17
7
$2.86M 2.37%
10,407
-7
8
$2.77M 2.29%
11,905
-82
9
$2.63M 2.18%
31,475
-356
10
$1.96M 1.62%
3,356
-118
11
$1.94M 1.6%
17,081
+265
12
$1.91M 1.58%
3,866
-46
13
$1.71M 1.42%
3,241
-47
14
$1.69M 1.4%
6,249
-228
15
$1.68M 1.39%
12,467
-227
16
$1.6M 1.33%
1,809
-60
17
$1.55M 1.28%
26,620
-625
18
$1.5M 1.24%
3,695
-37
19
$1.35M 1.12%
9,507
-47
20
$1.33M 1.1%
4,132
-62
21
$1.31M 1.08%
11,143
-230
22
$1.28M 1.06%
2,454
-35
23
$1.25M 1.04%
4,110
-810
24
$1.14M 0.95%
2,659
-167
25
$1.08M 0.9%
3,268
-60
1
2 3 4 5