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
$126M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$322K
3
+$314K
4
NVDA icon
NVIDIA
NVDA
+$304K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$285K

Top Sells

1
+$247K
2
+$241K
3
+$226K
4
DE icon
Deere & Co
DE
+$224K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Sector Composition

1 Financials 29.75%
2 Healthcare 11.28%
3 Industrials 10.8%
4 Consumer Discretionary 5.38%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.86%
13,481
27
$1.08M 0.86%
10,760
+2,360
28
$1.07M 0.85%
59,050
+210
29
$1.02M 0.81%
18,064
+1,404
30
$1M 0.8%
21,603
+19
31
$962K 0.77%
6,658
-209
32
$954K 0.76%
5,372
+128
33
$949K 0.75%
7,333
34
$949K 0.75%
8,576
+3
35
$947K 0.75%
10,916
+420
36
$926K 0.74%
52,210
-1,067
37
$911K 0.72%
10,373
38
$898K 0.71%
10,211
-1,338
39
$884K 0.7%
11,663
+3,400
40
$879K 0.7%
10,522
+13
41
$877K 0.7%
15,918
+1,441
42
$866K 0.69%
62,363
+289
43
$854K 0.68%
22,493
+1,937
44
$828K 0.66%
5,507
-1,488
45
$812K 0.65%
69,192
-2,148
46
$807K 0.64%
14,911
+1,110
47
$764K 0.61%
12,313
+400
48
$750K 0.6%
25,444
+2,530
49
$735K 0.58%
10,024
+881
50
$730K 0.58%
9,270
+1,853
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