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
$128M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$570K
3
+$509K
4
INTC icon
Intel
INTC
+$459K
5
GILD icon
Gilead Sciences
GILD
+$404K

Top Sells

1
+$884K
2
+$812K
3
+$793K
4
MXIM
Maxim Integrated Products
MXIM
+$767K
5
TSLA icon
Tesla
TSLA
+$537K

Sector Composition

1 Financials 27.18%
2 Healthcare 12.49%
3 Industrials 8.86%
4 Technology 8.33%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.87%
18,176
-3,135
27
$1.09M 0.85%
20,980
+6,048
28
$1.03M 0.81%
+10,004
29
$1.02M 0.8%
10,637
-603
30
$1.01M 0.79%
12,808
-439
31
$1.01M 0.79%
16,926
-575
32
$960K 0.75%
6,449
-865
33
$952K 0.75%
6,872
+223
34
$950K 0.74%
10,845
+1,244
35
$944K 0.74%
7,335
+2
36
$934K 0.73%
23,702
+3,993
37
$905K 0.71%
4,301
+413
38
$891K 0.7%
3,927
+635
39
$889K 0.7%
19,128
-796
40
$870K 0.68%
55,234
-2,794
41
$848K 0.66%
10,356
-2
42
$829K 0.65%
5,393
+1,436
43
$816K 0.64%
12,910
+6,385
44
$811K 0.63%
4,278
-231
45
$805K 0.63%
23,111
+1,142
46
$803K 0.63%
17,365
+363
47
$800K 0.63%
4,439
+1,075
48
$791K 0.62%
22,018
+597
49
$772K 0.6%
9,320
-958
50
$772K 0.6%
58,140
-402
1
2
3 4 5