RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.58M
3
+$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1
+$639K
2
+$474K
3
+$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.76K ﹤0.01%
100
477
$9.62K ﹤0.01%
161
478
$9.58K ﹤0.01%
100
479
$9.55K ﹤0.01%
72
480
$9.54K ﹤0.01%
216
481
$9.48K ﹤0.01%
342
-390
482
$9.33K ﹤0.01%
22
483
$9.28K ﹤0.01%
132
484
$9.16K ﹤0.01%
960
485
$8.95K ﹤0.01%
54
486
$8.86K ﹤0.01%
75
487
$8.8K ﹤0.01%
40
488
$8.79K ﹤0.01%
100
489
$8.76K ﹤0.01%
112
490
$8.7K ﹤0.01%
+20
491
$8.6K ﹤0.01%
171
492
$8.47K ﹤0.01%
50
493
$8.43K ﹤0.01%
21
494
$8.33K ﹤0.01%
160
495
$8.27K ﹤0.01%
+100
496
$8.26K ﹤0.01%
1,800
-304
497
$8.16K ﹤0.01%
142
+100
498
$7.9K ﹤0.01%
300
499
$7.79K ﹤0.01%
600
500
$7.78K ﹤0.01%
206
-250
18 19
20
21 22