RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$118K 0.06%
+996
227
$118K 0.06%
+9,124
228
$118K 0.06%
+605
229
$117K 0.06%
+138
230
$114K 0.06%
+2,161
231
$113K 0.06%
+1,149
232
$112K 0.06%
+3,115
233
$112K 0.06%
+17,075
234
$111K 0.06%
+658
235
$110K 0.06%
13,654
+3,293
236
$110K 0.06%
+67
237
$109K 0.05%
+2,200
238
$108K 0.05%
+600
239
$106K 0.05%
+322
240
$105K 0.05%
+2,961
241
$103K 0.05%
+234
242
$103K 0.05%
+204
243
$101K 0.05%
+1,364
244
$101K 0.05%
+1,298
245
$96.4K 0.05%
+4,602
246
$94.1K 0.05%
+2,755
247
$93.5K 0.05%
+1,594
248
$93K 0.05%
+1,274
249
$92.9K 0.05%
+1,109
250
$91.5K 0.05%
+969
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