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
426
$22.4K 0.01%
+230
427
$22K 0.01%
+120
428
$21.8K 0.01%
+289
429
$21.7K 0.01%
+7,114
430
$20.9K 0.01%
+500
431
$20.9K 0.01%
+415
432
$20.9K 0.01%
+227
433
$20.8K 0.01%
+500
434
$20.8K 0.01%
+1,088
435
$20.7K 0.01%
+380
436
$20.6K 0.01%
+4,010
437
$20.2K 0.01%
+85
438
$20.1K 0.01%
+367
439
$19.8K 0.01%
+109
440
$19.5K 0.01%
19,500
441
$19.3K 0.01%
+350
442
$19K 0.01%
+135
443
$19K 0.01%
+732
444
$18.6K 0.01%
60
-2,355
445
$18.1K 0.01%
+456
446
$17.3K 0.01%
+122
447
$17.3K 0.01%
+500
448
$17.2K 0.01%
+100
449
$16.6K 0.01%
+474
450
$16.6K 0.01%
+152
16 17
18
19 20