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

Top Buys

1
+$1.19M
2
+$795K
3
+$673K
4
INTC icon
Intel
INTC
+$571K
5
GILD icon
Gilead Sciences
GILD
+$533K

Top Sells

1
+$1.63M
2
+$1.58M
3
+$1.51M
4
NEM icon
Newmont
NEM
+$928K
5
AMGN icon
Amgen
AMGN
+$692K

Sector Composition

1 Financials 21.16%
2 Technology 10.17%
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
501
$9.19K ﹤0.01%
+50
502
$9K ﹤0.01%
+50
503
$8.98K ﹤0.01%
+250
504
$8.77K ﹤0.01%
+466
505
$8.73K ﹤0.01%
+112
506
$8.72K ﹤0.01%
+84
507
$8.67K ﹤0.01%
+800
508
$8.63K ﹤0.01%
+132
509
$8.59K ﹤0.01%
+171
510
$8.46K ﹤0.01%
+49
511
$8.43K ﹤0.01%
+600
512
$8.28K ﹤0.01%
+40
513
$7.97K ﹤0.01%
+300
514
$7.97K ﹤0.01%
+83
515
$7.94K ﹤0.01%
+961
516
$7.66K ﹤0.01%
+21
517
$7.59K ﹤0.01%
+275
518
$7.57K ﹤0.01%
+97
519
$7.56K ﹤0.01%
+54
520
$7.55K ﹤0.01%
+1,000
521
$7.49K ﹤0.01%
+75
522
$7.38K ﹤0.01%
+16
523
$7.32K ﹤0.01%
+100
524
$7.3K ﹤0.01%
+85
525
$7.22K ﹤0.01%
+221
19 20
21
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