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
$214M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Sells

1 +$1.26M
2 +$742K
3 +$690K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$448K
5
RTX icon
RTX Corp
RTX
+$382K

Sector Composition

1 Financials 22.74%
2 Technology 11.84%
3 Healthcare 8.51%
4 Industrials 7.85%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$25.3K 0.01%
83
402
$24.3K 0.01%
1,228
-5,428
403
$24.1K 0.01%
700
404
$24K 0.01%
2,211
+2,110
405
$23.9K 0.01%
8,849
-5,097
406
$23.7K 0.01%
72
+62
407
$23.3K 0.01%
682
408
$23.3K 0.01%
300
-300
409
$23.2K 0.01%
62
+51
410
$23.1K 0.01%
+11,000
411
$23.1K 0.01%
55
412
$23K 0.01%
500
413
$22.9K 0.01%
1,600
414
$22.8K 0.01%
251
415
$22.6K 0.01%
162
416
$22.5K 0.01%
5,900
417
$21.8K 0.01%
7,114
418
$21.6K 0.01%
218
-167
419
$21.6K 0.01%
270
420
$21.3K 0.01%
163
421
$21K 0.01%
413
422
$21K 0.01%
200
423
$20.8K 0.01%
350
424
$20.8K 0.01%
109
425
$20.7K 0.01%
226
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