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
526
$7.18K ﹤0.01%
+27
527
$7.18K ﹤0.01%
+100
528
$7.16K ﹤0.01%
+1,000
529
$7.15K ﹤0.01%
+41
530
$7.14K ﹤0.01%
+100
531
$7.11K ﹤0.01%
+113
532
$7.08K ﹤0.01%
+1,000
533
$7.08K ﹤0.01%
+300
534
$6.95K ﹤0.01%
+200
535
$6.84K ﹤0.01%
+101
536
$6.81K ﹤0.01%
+22
537
$6.79K ﹤0.01%
+87
538
$6.72K ﹤0.01%
+12
539
$6.62K ﹤0.01%
+216
540
$6.53K ﹤0.01%
+60
541
$6.52K ﹤0.01%
+58
542
$6.43K ﹤0.01%
+168
543
$6.42K ﹤0.01%
+270
544
$6.42K ﹤0.01%
+167
545
$6.37K ﹤0.01%
+215
546
$6.2K ﹤0.01%
+120
547
$6.11K ﹤0.01%
+212
548
$6.07K ﹤0.01%
+256
549
$6.03K ﹤0.01%
+12
550
$5.88K ﹤0.01%
+881
20 21
22
23 24