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
451
$17.9K 0.01%
273
-4
452
$17.8K 0.01%
563
+3
453
$17.6K 0.01%
109
454
$17.3K 0.01%
732
455
$17.2K 0.01%
50
456
$16.9K 0.01%
200
457
$16.9K 0.01%
4,000
458
$16.8K 0.01%
7,114
459
$16.8K 0.01%
750
460
$16.7K 0.01%
493
461
$16.7K 0.01%
2,500
462
$16.6K 0.01%
450
463
$16.6K 0.01%
1,081
+480
464
$16.5K 0.01%
+50
465
$16.3K 0.01%
350
466
$16.1K 0.01%
807
467
$15.9K 0.01%
120
+20
468
$15.9K 0.01%
174
469
$15.8K 0.01%
88
+60
470
$15.7K 0.01%
200
471
$15.7K 0.01%
841
-2,574
472
$15.6K 0.01%
868
473
$15.5K 0.01%
213
474
$15.5K 0.01%
100
475
$15.2K 0.01%
166