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
576
$5.61K ﹤0.01%
15
577
$5.58K ﹤0.01%
48
578
$5.53K ﹤0.01%
120
579
$5.5K ﹤0.01%
+180
580
$5.47K ﹤0.01%
71
581
$5.47K ﹤0.01%
170
-46
582
$5.39K ﹤0.01%
26
583
$5.35K ﹤0.01%
129
584
$5.26K ﹤0.01%
88
585
$5.24K ﹤0.01%
+120
586
$5.23K ﹤0.01%
26
587
$5.23K ﹤0.01%
155
+1
588
$5.22K ﹤0.01%
300
589
$5.21K ﹤0.01%
37
590
$5.2K ﹤0.01%
+80
591
$5.16K ﹤0.01%
37
592
$5.03K ﹤0.01%
300
593
$5K ﹤0.01%
12
594
$4.91K ﹤0.01%
12
-45
595
$4.91K ﹤0.01%
+200
596
$4.9K ﹤0.01%
43
-201
597
$4.89K ﹤0.01%
150
598
$4.89K ﹤0.01%
212
599
$4.88K ﹤0.01%
95
600
$4.8K ﹤0.01%
64
22 23
24
25 26