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
251
$90.1K 0.05%
+1,150
252
$89.3K 0.04%
+6,900
253
$87.6K 0.04%
+433
254
$86.8K 0.04%
+1,500
255
$86.5K 0.04%
+426
256
$84.6K 0.04%
+1,329
257
$84.5K 0.04%
45,600
+22,000
258
$83.9K 0.04%
+3,733
259
$83.1K 0.04%
+1,055
260
$80.3K 0.04%
+1,337
261
$79K 0.04%
+479
262
$78.6K 0.04%
+2,074
263
$78.1K 0.04%
+243
264
$76.6K 0.04%
+3,588
265
$76K 0.04%
1,080
-2,308
266
$75.3K 0.04%
+1,016
267
$75.2K 0.04%
+928
268
$74.4K 0.04%
+242
269
$73.9K 0.04%
+612
270
$71.8K 0.04%
+974
271
$71.2K 0.04%
+1,080
272
$71.1K 0.04%
+4,448
273
$70.7K 0.04%
+907
274
$69.9K 0.04%
+1,436
275
$69.6K 0.03%
+1,155
9 10
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