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
$169M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.05M
3
+$932K
4
U icon
Unity
U
+$864K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$845K

Top Sells

1
+$1.69M
2
+$399K
3
+$395K
4
SWK icon
Stanley Black & Decker
SWK
+$329K
5
WBA
Walgreens Boots Alliance
WBA
+$325K

Sector Composition

1 Financials 21.8%
2 Technology 10.68%
3 Healthcare 9.29%
4 Industrials 7.99%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.86%
4,091
-606
27
$1.44M 0.85%
17,133
-154
28
$1.37M 0.81%
25,542
+166
29
$1.36M 0.81%
8,341
-1,581
30
$1.33M 0.79%
15,361
-474
31
$1.33M 0.79%
48,800
-306
32
$1.32M 0.78%
12,735
-206
33
$1.25M 0.74%
13,824
-228
34
$1.24M 0.73%
24,484
+10,328
35
$1.23M 0.73%
48,244
-288
36
$1.23M 0.73%
15,978
+408
37
$1.22M 0.72%
14,791
-749
38
$1.21M 0.72%
15,504
-1,110
39
$1.18M 0.69%
7,473
+2,944
40
$1.17M 0.69%
40,620
+4,532
41
$1.16M 0.68%
25,497
+9,539
42
$1.14M 0.68%
24,326
-365
43
$1.12M 0.66%
34,689
-1,345
44
$1.11M 0.66%
19,711
+923
45
$1.11M 0.66%
28,676
-673
46
$1.1M 0.65%
3,186
-32
47
$1.09M 0.64%
19,963
48
$1.07M 0.63%
24,314
-559
49
$1.05M 0.62%
+13,497
50
$1.04M 0.61%
24,192
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