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
$152M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$1.21M
3
+$1.16M
4
JNPR
Juniper Networks
JNPR
+$876K
5
UPS icon
United Parcel Service
UPS
+$644K

Top Sells

1
+$2.68M
2
+$660K
3
+$641K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$608K
5
BBY icon
Best Buy
BBY
+$580K

Sector Composition

1 Financials 23.1%
2 Healthcare 10.63%
3 Technology 9.67%
4 Industrials 7.49%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.87%
10,471
-1
27
$1.31M 0.86%
48,532
-4,624
28
$1.28M 0.84%
13,505
-2,047
29
$1.28M 0.84%
25,376
+503
30
$1.25M 0.82%
25,743
+2,403
31
$1.24M 0.82%
17,287
+16,169
32
$1.22M 0.8%
15,540
+1,252
33
$1.22M 0.8%
49,106
+12,316
34
$1.2M 0.79%
16,614
35
$1.2M 0.79%
36,088
+8,012
36
$1.18M 0.77%
11,223
-130
37
$1.17M 0.77%
15,570
38
$1.16M 0.76%
18,788
-32
39
$1.15M 0.76%
15,835
-979
40
$1.15M 0.76%
36,034
-200
41
$1.14M 0.75%
14,052
+3,516
42
$1.12M 0.74%
12,941
-285
43
$1.11M 0.73%
29,349
+1,144
44
$1.1M 0.72%
24,691
+2,915
45
$1.1M 0.72%
24,873
-739
46
$1.04M 0.68%
28,012
+11,895
47
$1.02M 0.67%
13,298
-3,834
48
$1M 0.66%
27,598
-5,607
49
$972K 0.64%
3,218
-22
50
$920K 0.6%
28,396
-3,000
1
2
3 4 5