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
601
$3.34K ﹤0.01%
+47
602
$3.26K ﹤0.01%
+5,333
603
$3.24K ﹤0.01%
+122
604
$3.2K ﹤0.01%
+66
605
$3.19K ﹤0.01%
+50
606
$3.19K ﹤0.01%
+56
607
$3.17K ﹤0.01%
+43
608
$3.09K ﹤0.01%
+102
609
$3.03K ﹤0.01%
+89
610
$3K ﹤0.01%
+19
611
$2.97K ﹤0.01%
+34
612
$2.96K ﹤0.01%
+26
613
$2.89K ﹤0.01%
+12
614
$2.85K ﹤0.01%
+22
615
$2.81K ﹤0.01%
+24
616
$2.78K ﹤0.01%
+26
617
$2.78K ﹤0.01%
+169
618
$2.76K ﹤0.01%
+30
619
$2.71K ﹤0.01%
+35
620
$2.69K ﹤0.01%
+9
621
$2.64K ﹤0.01%
+19
622
$2.6K ﹤0.01%
+49
623
$2.54K ﹤0.01%
+50
624
$2.5K ﹤0.01%
+10
625
$2.46K ﹤0.01%
+101
23 24
25
26 27