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
376
$35.5K 0.02%
1,060
377
$35.4K 0.02%
157
378
$35K 0.02%
550
379
$34.9K 0.02%
76
-50
380
$34.5K 0.02%
116
381
$34.2K 0.02%
1,000
382
$34K 0.02%
1,800
383
$33.8K 0.02%
146
384
$33.5K 0.02%
800
385
$33.3K 0.02%
2,200
386
$33.2K 0.02%
1,124
387
$33.1K 0.02%
766
388
$33K 0.02%
3,132
-110
389
$32.8K 0.02%
1,496
390
$32.5K 0.02%
81
391
$31.9K 0.02%
289
392
$31.6K 0.02%
176
393
$31.2K 0.02%
205
394
$31.2K 0.02%
1,812
395
$31.1K 0.02%
1,600
396
$31.1K 0.02%
929
397
$31K 0.02%
325
-14,879
398
$30.8K 0.02%
548
-169
399
$30.3K 0.02%
1,500
400
$30.3K 0.02%
1,000
14 15
16
17 18