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
551
$4.8K ﹤0.01%
68
552
$4.75K ﹤0.01%
12
553
$4.73K ﹤0.01%
+200
554
$4.72K ﹤0.01%
53
555
$4.65K ﹤0.01%
200
556
$4.62K ﹤0.01%
23
557
$4.56K ﹤0.01%
70
558
$4.55K ﹤0.01%
111
559
$4.54K ﹤0.01%
10
560
$4.5K ﹤0.01%
91
561
$4.36K ﹤0.01%
62
562
$4.33K ﹤0.01%
85
563
$4.16K ﹤0.01%
1,000
564
$4.11K ﹤0.01%
12
565
$4.05K ﹤0.01%
11
566
$4K ﹤0.01%
34
567
$4K ﹤0.01%
300
-1,600
568
$3.92K ﹤0.01%
114
569
$3.91K ﹤0.01%
39
-2,451
570
$3.77K ﹤0.01%
350
571
$3.75K ﹤0.01%
47
572
$3.73K ﹤0.01%
+100
573
$3.63K ﹤0.01%
24
574
$3.63K ﹤0.01%
+10
575
$3.6K ﹤0.01%
19
21 22
23
24 25