RI

Ridgewood Investments Portfolio holdings

AUM $244M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$1.19M
2
+$795K
3
+$673K
4
INTC icon
Intel
INTC
+$571K
5
GILD icon
Gilead Sciences
GILD
+$533K

Top Sells

1
+$1.63M
2
+$1.58M
3
+$1.51M
4
NEM icon
Newmont
NEM
+$928K
5
AMGN icon
Amgen
AMGN
+$692K

Sector Composition

1 Financials 21.16%
2 Technology 10.17%
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
376
$33.3K 0.02%
+581
377
$33.2K 0.02%
+166
378
$32.9K 0.02%
+110
379
$32.8K 0.02%
+635
380
$32.6K 0.02%
+608
381
$32.5K 0.02%
+1,750
382
$32.3K 0.02%
+300
383
$32.3K 0.02%
+205
384
$32.2K 0.02%
+10,794
385
$32.2K 0.02%
+250
386
$32K 0.02%
+163
387
$31.6K 0.02%
+815
388
$31.5K 0.02%
+600
389
$31.4K 0.02%
+385
390
$31.4K 0.02%
+176
391
$30.9K 0.02%
+250
392
$30.7K 0.02%
+277
393
$30.4K 0.02%
+544
394
$30.3K 0.02%
+361
395
$30K 0.02%
+1,000
396
$30K 0.02%
+600
397
$29.4K 0.01%
16,000
398
$28.7K 0.01%
+681
399
$28.6K 0.01%
+750
400
$28.5K 0.01%
+600
14 15
16
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