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
451
$14.7K 0.01%
150
452
$14.4K 0.01%
+29
453
$14.4K 0.01%
1,000
454
$13.8K 0.01%
300
455
$13.7K 0.01%
120
456
$13.6K 0.01%
158
457
$13.4K 0.01%
50
458
$13.2K 0.01%
600
459
$13.1K 0.01%
474
460
$13K 0.01%
31
461
$12.8K 0.01%
2,056
462
$12.8K 0.01%
323
463
$12.8K 0.01%
250
464
$12.1K 0.01%
+70
465
$11.9K 0.01%
57
-8
466
$11.7K 0.01%
22
467
$11.7K 0.01%
50
468
$11.4K 0.01%
152
469
$11.3K 0.01%
500
+300
470
$11.2K 0.01%
100
471
$11.2K 0.01%
500
472
$11.1K 0.01%
221
-1,976
473
$11.1K 0.01%
+8
474
$11K 0.01%
60
475
$10.8K 0.01%
+1,500