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
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$757K
3 +$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1 +$1.72M
2 +$1.67M
3 +$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
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
401
$28.5K 0.01%
+220
402
$28K 0.01%
+1,637
403
$27.6K 0.01%
+2,200
404
$27.2K 0.01%
+900
405
$26.9K 0.01%
+55
406
$26.9K 0.01%
+157
407
$26.7K 0.01%
+2,384
408
$26.6K 0.01%
+250
409
$26.5K 0.01%
+525
410
$26.4K 0.01%
+59
411
$26.4K 0.01%
+929
412
$26.2K 0.01%
+2,881
413
$25.8K 0.01%
+325
414
$25.6K 0.01%
+65
415
$25.5K 0.01%
+6,125
416
$25.1K 0.01%
+1,274
417
$25K 0.01%
+47
418
$24.9K 0.01%
+110
419
$24.7K 0.01%
+272
420
$24.4K 0.01%
+253
421
$24.2K 0.01%
+1,600
422
$24.1K 0.01%
+383
423
$23.8K 0.01%
+700
424
$23.5K 0.01%
+513
425
$22.6K 0.01%
+450