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
351
$37.9K 0.02%
600
352
$37.9K 0.02%
500
353
$37.5K 0.02%
175
354
$37.2K 0.02%
631
-377
355
$37.1K 0.02%
166
356
$36.9K 0.02%
300
357
$36.9K 0.02%
360
358
$36.4K 0.02%
915
-93
359
$36.1K 0.02%
+450
360
$35.6K 0.02%
50
361
$35.4K 0.02%
2,713
362
$35.4K 0.02%
1,250
+250
363
$35.4K 0.02%
950
364
$35.3K 0.02%
550
365
$35.2K 0.02%
802
-166
366
$34.8K 0.02%
288
367
$34.6K 0.02%
16,000
368
$34.2K 0.02%
440
369
$33.7K 0.02%
600
370
$33.7K 0.02%
+1,332
371
$33.4K 0.02%
800
372
$33.3K 0.02%
276
373
$33.2K 0.02%
799
374
$32.7K 0.02%
200
+100
375
$32.6K 0.02%
5,633
13 14
15
16 17