RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.58M
3
+$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1
+$639K
2
+$474K
3
+$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$64.5K 0.03%
764
-78
277
$62.8K 0.03%
3,130
-562
278
$62.7K 0.03%
255
-33
279
$61.4K 0.03%
215
280
$61K 0.03%
121
281
$59.7K 0.03%
+876
282
$59.7K 0.03%
+673
283
$58.7K 0.03%
244
-39
284
$58.2K 0.03%
254
285
$58.2K 0.03%
1,331
286
$58.1K 0.03%
+675
287
$57.8K 0.03%
183
288
$57.7K 0.03%
2,500
289
$57.2K 0.03%
15,676
290
$56.8K 0.03%
600
291
$56.8K 0.03%
257
292
$56.7K 0.03%
1,350
293
$56.2K 0.03%
337
-11
294
$55.9K 0.03%
3,605
+431
295
$55.3K 0.03%
1,800
296
$54.8K 0.03%
900
297
$54.2K 0.03%
821
-648
298
$54.2K 0.03%
2,288
299
$54.1K 0.03%
1,274
-128
300
$53.2K 0.03%
417
10 11
12
13 14