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
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12.1K 0.01%
+384
477
$12K 0.01%
263
478
$11.8K 0.01%
+200
479
$11.7K 0.01%
+160
480
$11.6K 0.01%
+78
481
$11.5K 0.01%
+198
482
$11.5K 0.01%
+38
483
$11.2K 0.01%
+50
484
$11.2K 0.01%
+50
485
$11.1K 0.01%
+20
486
$11K 0.01%
+15
487
$11K 0.01%
+193
488
$10.7K 0.01%
+424
489
$10.6K 0.01%
+206
490
$10.5K 0.01%
+72
491
$10.4K 0.01%
+18
492
$10.3K 0.01%
+30
493
$10.3K 0.01%
+56
494
$10.2K 0.01%
+200
495
$10.2K 0.01%
+130
496
$10.2K 0.01%
+5,000
497
$9.94K 0.01%
+100
498
$9.46K ﹤0.01%
+102
499
$9.42K ﹤0.01%
+700
500
$9.4K ﹤0.01%
+116
18 19
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