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
576
$3.58K ﹤0.01%
42
577
$3.57K ﹤0.01%
13
578
$3.46K ﹤0.01%
44
579
$3.46K ﹤0.01%
26
580
$3.39K ﹤0.01%
26
581
$3.25K ﹤0.01%
11
582
$3.25K ﹤0.01%
122
583
$3.14K ﹤0.01%
22
584
$3.06K ﹤0.01%
9
585
$3.04K ﹤0.01%
150
586
$3.02K ﹤0.01%
49
587
$3.01K ﹤0.01%
34
588
$2.99K ﹤0.01%
66
589
$2.98K ﹤0.01%
91
-10
590
$2.95K ﹤0.01%
19
591
$2.92K ﹤0.01%
100
592
$2.88K ﹤0.01%
35
593
$2.69K ﹤0.01%
25
594
$2.5K ﹤0.01%
56
595
$2.48K ﹤0.01%
1,000
596
$2.46K ﹤0.01%
50
597
$2.44K ﹤0.01%
45
598
$2.43K ﹤0.01%
135
599
$2.4K ﹤0.01%
550
600
$2.36K ﹤0.01%
666
22 23
24
25 26