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
426
$23.6K 0.01%
450
427
$23.6K 0.01%
248
428
$23.3K 0.01%
+53
429
$23K 0.01%
41
430
$22.9K 0.01%
132
431
$22.9K 0.01%
1,185
432
$22.7K 0.01%
+280
433
$22.6K 0.01%
+1,200
434
$22.2K 0.01%
284
435
$22.1K 0.01%
65
436
$22K 0.01%
+750
437
$21.7K 0.01%
550
438
$21.6K 0.01%
2,107
-254
439
$21.4K 0.01%
35,400
+7,200
440
$21.1K 0.01%
700
441
$20.8K 0.01%
226
442
$20.6K 0.01%
415
443
$20.4K 0.01%
500
444
$20.3K 0.01%
+28
445
$20K 0.01%
465
446
$19.7K 0.01%
455
447
$19.2K 0.01%
103
448
$18.7K 0.01%
+100
449
$18.4K 0.01%
150
450
$18.3K 0.01%
545
-13,807