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RIA

Richwood Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$242K
3
+$204K
4
INTC icon
Intel
INTC
+$204K
5
DE icon
Deere & Co
DE
+$59.2K

Top Sells

1
+$260K
2
+$220K
3
+$206K
4
LMT icon
Lockheed Martin
LMT
+$161K
5
NOW icon
ServiceNow
NOW
+$134K

Sector Composition

1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.1M 19.65%
37,465
+500
2
$8.61M 6.74%
131,872
-356
3
$8.58M 6.72%
72,197
-299
4
$5.41M 4.24%
7,095
-25
5
$4.84M 3.79%
26,295
-720
6
$3.69M 2.89%
10,796
-90
7
$3.37M 2.64%
36,142
+395
8
$3.01M 2.36%
11,834
-91
9
$2.29M 1.79%
4,026
-61
10
$2.12M 1.66%
3,476
+49
11
$1.8M 1.41%
3,473
12
$1.7M 1.33%
6,031
-60
13
$1.67M 1.31%
1,804
14
$1.65M 1.3%
4,082
-49
15
$1.64M 1.29%
28,847
+492
16
$1.59M 1.25%
11,212
-291
17
$1.52M 1.19%
3,184
+25
18
$1.5M 1.17%
2,995
-354
19
$1.48M 1.16%
5,896
-16
20
$1.48M 1.16%
4,290
-75
21
$1.28M 1%
9,122
-105
22
$1.26M 0.98%
11,142
23
$1.22M 0.96%
4,025
-40
24
$1.17M 0.92%
13,994
-461
25
$1.11M 0.87%
6,232
-38
1
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