RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.58M
3
+$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1
+$639K
2
+$474K
3
+$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18.3K 0.01%
350
-126
427
$18.3K 0.01%
2,300
428
$18.1K 0.01%
7,445
-18,600
429
$17.8K 0.01%
87
430
$17.5K 0.01%
291
431
$17.5K 0.01%
176
432
$17.1K 0.01%
100
433
$17K 0.01%
2,056
+1,175
434
$16.6K 0.01%
15
435
$16.4K 0.01%
2
436
$16.2K 0.01%
150
-43
437
$16.1K 0.01%
8,942
-33,554
438
$16K 0.01%
152
439
$15.5K 0.01%
474
440
$15K 0.01%
200
441
$14.8K 0.01%
120
442
$14.7K 0.01%
10,000
443
$13.8K 0.01%
263
444
$13.3K 0.01%
158
445
$13.2K 0.01%
31
446
$13.2K 0.01%
600
447
$13.1K 0.01%
+144
448
$12.9K 0.01%
50
449
$12.5K 0.01%
22
450
$12.2K 0.01%
182
-43
16 17
18
19 20