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
$176M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.1M
3
+$891K
4
PFE icon
Pfizer
PFE
+$817K
5
TSN icon
Tyson Foods
TSN
+$742K

Top Sells

1
+$1.42M
2
+$930K
3
+$777K
4
OZK icon
Bank OZK
OZK
+$664K
5
HBI
Hanesbrands
HBI
+$619K

Sector Composition

1 Financials 22.67%
2 Healthcare 10.72%
3 Technology 9.16%
4 Industrials 7%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$41.8K 0.02%
1,028
352
$41.7K 0.02%
800
353
$41.5K 0.02%
19,500
354
$41.3K 0.02%
1,803
355
$40.9K 0.02%
1,033
-208
356
$40.3K 0.02%
164
357
$40.3K 0.02%
1,036
-143
358
$40.2K 0.02%
56
359
$39.9K 0.02%
2,258
360
$39.5K 0.02%
5,000
361
$39.4K 0.02%
2,052
+200
362
$39.1K 0.02%
718
-210
363
$38.8K 0.02%
1,114
364
$38.7K 0.02%
679
365
$38.7K 0.02%
355
366
$38.5K 0.02%
530
367
$38.5K 0.02%
82
368
$38.3K 0.02%
436
-15
369
$38K 0.02%
2,023
370
$37.9K 0.02%
100
371
$37.5K 0.02%
800
372
$36.9K 0.02%
1,069
373
$36.3K 0.02%
904
-182
374
$36.3K 0.02%
193
375
$35.6K 0.02%
641
13 14
15
16 17