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
501
$7.73K ﹤0.01%
518
502
$7.69K ﹤0.01%
100
503
$7.65K ﹤0.01%
100
504
$7.59K ﹤0.01%
41
505
$7.43K ﹤0.01%
73
506
$7.4K ﹤0.01%
100
507
$7.34K ﹤0.01%
85
508
$7.21K ﹤0.01%
267
-157
509
$7.18K ﹤0.01%
85
510
$7.08K ﹤0.01%
1,000
511
$7.04K ﹤0.01%
87
512
$6.92K ﹤0.01%
12
513
$6.85K ﹤0.01%
27
514
$6.82K ﹤0.01%
58
515
$6.78K ﹤0.01%
49
516
$6.65K ﹤0.01%
120
517
$6.63K ﹤0.01%
60
518
$6.44K ﹤0.01%
52
519
$6.4K ﹤0.01%
256
520
$6.38K ﹤0.01%
5
521
$6.32K ﹤0.01%
500
522
$6.27K ﹤0.01%
11
523
$6.24K ﹤0.01%
209
524
$6.24K ﹤0.01%
270
525
$6.18K ﹤0.01%
110
19 20
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