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
551
$5.81K ﹤0.01%
+350
552
$5.77K ﹤0.01%
+350
553
$5.72K ﹤0.01%
+100
554
$5.68K ﹤0.01%
+300
555
$5.63K ﹤0.01%
+37
556
$5.61K ﹤0.01%
+37
557
$5.57K ﹤0.01%
+157
558
$5.55K ﹤0.01%
+28
559
$5.44K ﹤0.01%
+129
560
$5.39K ﹤0.01%
+109
561
$5.32K ﹤0.01%
+111
562
$5.23K ﹤0.01%
+14
563
$5.21K ﹤0.01%
+30
564
$5.2K ﹤0.01%
+200
565
$5.19K ﹤0.01%
+19
566
$5.16K ﹤0.01%
+200
567
$4.99K ﹤0.01%
+60
568
$4.97K ﹤0.01%
+71
569
$4.94K ﹤0.01%
+64
570
$4.89K ﹤0.01%
+567
571
$4.86K ﹤0.01%
+25
572
$4.64K ﹤0.01%
+82
573
$4.6K ﹤0.01%
+12
574
$4.58K ﹤0.01%
+12
575
$4.56K ﹤0.01%
+5
21 22
23
24 25