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
401
$30.1K 0.02%
703
402
$30K 0.02%
272
-68
403
$29.9K 0.02%
152
404
$29.6K 0.02%
600
+300
405
$28.3K 0.02%
16,000
406
$27.9K 0.02%
87
407
$27.8K 0.02%
398
408
$27.8K 0.02%
55
409
$27.4K 0.02%
600
410
$27.1K 0.02%
+148
411
$27.1K 0.02%
339
412
$26.7K 0.02%
428
+138
413
$26.5K 0.02%
330
414
$26.4K 0.02%
200
415
$26.4K 0.02%
525
416
$25.9K 0.01%
496
-130
417
$25.6K 0.01%
600
418
$25.5K 0.01%
452
419
$25.3K 0.01%
5,010
420
$24.6K 0.01%
71
421
$24.5K 0.01%
51
422
$24.4K 0.01%
99
-39
423
$24.3K 0.01%
681
424
$23.9K 0.01%
250
425
$23.7K 0.01%
120