RI

Ridgewood Investments Portfolio holdings

AUM $244M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$1.42M
3 +$923K
4
AES icon
AES
AES
+$844K
5
SLB icon
SLB Ltd
SLB
+$822K

Top Sells

1 +$1.84M
2 +$1.32M
3 +$911K
4
BA icon
Boeing
BA
+$800K
5
VZ icon
Verizon
VZ
+$785K

Sector Composition

1 Financials 20.56%
2 Technology 14.23%
3 Industrials 7.27%
4 Communication Services 6.98%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$12.3K 0.01%
85
477
$12.1K 0.01%
19,500
478
$12K 0.01%
50
479
$11.9K 0.01%
18
480
$11.9K 0.01%
+396
481
$11.8K 0.01%
22
482
$11.6K 0.01%
155
483
$11.6K 0.01%
475
+1
484
$11.5K 0.01%
284
-361
485
$11.4K ﹤0.01%
54
486
$11.4K ﹤0.01%
206
487
$11.1K ﹤0.01%
221
488
$11K ﹤0.01%
500
489
$10.9K ﹤0.01%
110
490
$10.9K ﹤0.01%
116
491
$10.7K ﹤0.01%
159
492
$10.5K ﹤0.01%
100
493
$10.2K ﹤0.01%
132
494
$10.1K ﹤0.01%
100
495
$9.83K ﹤0.01%
700
496
$9.59K ﹤0.01%
342
497
$9.56K ﹤0.01%
200
498
$9.55K ﹤0.01%
75
499
$9.52K ﹤0.01%
800
500
$9.41K ﹤0.01%
50