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
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$851K
3 +$600K
4
BAX icon
Baxter International
BAX
+$535K
5
IFF icon
International Flavors & Fragrances
IFF
+$451K

Top Sells

1 +$955K
2 +$806K
3 +$621K
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
GS icon
Goldman Sachs
GS
+$544K

Sector Composition

1 Financials 23.05%
2 Healthcare 10.59%
3 Technology 8.89%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$11.4K 0.01%
+50
502
$10.9K 0.01%
+123
503
$10.8K 0.01%
+140
504
$10.8K 0.01%
+53
505
$10.6K 0.01%
+1,000
506
$10.6K 0.01%
+160
507
$10.5K 0.01%
+678
508
$10.4K 0.01%
+109
509
$10.2K 0.01%
+240
510
$10.1K 0.01%
+900
511
$10.1K 0.01%
+167
512
$9.9K 0.01%
+130
513
$9.77K 0.01%
+59
514
$9.52K 0.01%
+116
515
$9.43K 0.01%
+206
516
$9.3K 0.01%
+150
517
$9.17K 0.01%
+100
518
$9.06K 0.01%
+120
519
$9K 0.01%
+122
520
$8.98K 0.01%
+140
521
$8.89K 0.01%
+500
522
$8.89K 0.01%
+134
523
$8.84K 0.01%
+575
524
$8.81K 0.01%
+553
525
$8.79K 0.01%
+78