RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$1.42M
3 +$923K
4
AES icon
AES
AES
+$844K
5
SLB icon
SLB Ltd
SLB
+$822K

Top Sells

1 +$1.84M
2 +$1.32M
3 +$911K
4
BA icon
Boeing
BA
+$800K
5
VZ icon
Verizon
VZ
+$785K

Sector Composition

1 Financials 20.56%
2 Technology 14.23%
3 Industrials 7.27%
4 Communication Services 6.98%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IR icon
451
Ingersoll Rand
IR
$36.9B
$17.6K 0.01%
211
-59
DHI icon
452
D.R. Horton
DHI
$44.7B
$17.4K 0.01%
135
IDT icon
453
IDT Corp
IDT
$1.28B
$17.1K 0.01%
250
TMO icon
454
Thermo Fisher Scientific
TMO
$191B
$16.6K 0.01%
41
+12
KMB icon
455
Kimberly-Clark
KMB
$36.4B
$16.5K 0.01%
128
-463
RPM icon
456
RPM International
RPM
$14.6B
$16.5K 0.01%
150
TRU icon
457
TransUnion
TRU
$15.1B
$16.3K 0.01%
185
-389
GLOB icon
458
Globant
GLOB
$2.14B
$15.9K 0.01%
175
TPL icon
459
Texas Pacific Land
TPL
$36.1B
$15.8K 0.01%
45
DFIS icon
460
Dimensional International Small Cap ETF
DFIS
$5.58B
$15.8K 0.01%
+530
CODI icon
461
Compass Diversified
CODI
$551M
$15.7K 0.01%
2,500
XMMO icon
462
Invesco S&P MidCap Momentum ETF
XMMO
$5.76B
$15.4K 0.01%
120
PRU icon
463
Prudential Financial
PRU
$34.2B
$15.3K 0.01%
+142
MO icon
464
Altria Group
MO
$115B
$15.2K 0.01%
260
-1,000
VCLT icon
465
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$15.2K 0.01%
200
DASH icon
466
DoorDash
DASH
$76.6B
$14.8K 0.01%
60
ARKW icon
467
ARK Web x.0 ETF
ARKW
$1.63B
$14.3K 0.01%
97
UAA icon
468
Under Armour
UAA
$3.16B
$14K 0.01%
2,056
DIA icon
469
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.1B
$13.7K 0.01%
31
WEC icon
470
WEC Energy
WEC
$38.1B
$13.3K 0.01%
128
-1,599
PEN icon
471
Penumbra
PEN
$13.5B
$12.8K 0.01%
50
XLB icon
472
State Street Materials Select Sector SPDR ETF
XLB
$7.41B
$12.8K 0.01%
292
-24
AME icon
473
Ametek
AME
$54.8B
$12.7K 0.01%
70
DFH icon
474
Dream Finders Homes
DFH
$1.68B
$12.6K 0.01%
500
MDY icon
475
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
$12.5K 0.01%
22