RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.1M
3
+$891K
4
PFE icon
Pfizer
PFE
+$817K
5
TSN icon
Tyson Foods
TSN
+$742K

Top Sells

1
+$1.42M
2
+$930K
3
+$777K
4
OZK icon
Bank OZK
OZK
+$664K
5
HBI
Hanesbrands
HBI
+$619K

Sector Composition

1 Financials 22.67%
2 Healthcare 10.72%
3 Technology 9.16%
4 Industrials 7%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.73K ﹤0.01%
70
552
$6.68K ﹤0.01%
19
553
$6.63K ﹤0.01%
85
554
$6.62K ﹤0.01%
136
555
$6.61K ﹤0.01%
27
556
$6.58K ﹤0.01%
45
557
$6.57K ﹤0.01%
101
558
$6.56K ﹤0.01%
54
559
$6.56K ﹤0.01%
34
560
$6.53K ﹤0.01%
218
+1
561
$6.47K ﹤0.01%
41
562
$6.46K ﹤0.01%
250
563
$6.42K ﹤0.01%
33
564
$6.32K ﹤0.01%
215
565
$6.28K ﹤0.01%
31
566
$6.27K ﹤0.01%
300
567
$6.17K ﹤0.01%
+100
568
$6.16K ﹤0.01%
31
569
$6.09K ﹤0.01%
75
570
$6.06K ﹤0.01%
+128
571
$5.89K ﹤0.01%
1,000
572
$5.82K ﹤0.01%
300
573
$5.8K ﹤0.01%
87
574
$5.73K ﹤0.01%
256
575
$5.68K ﹤0.01%
97
21 22
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