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
601
$2.33K ﹤0.01%
10
602
$2.3K ﹤0.01%
101
603
$2.29K ﹤0.01%
63
604
$2.25K ﹤0.01%
10
605
$2.24K ﹤0.01%
28
606
$2.22K ﹤0.01%
300
607
$2.21K ﹤0.01%
29
608
$2.18K ﹤0.01%
300
-268
609
$2.17K ﹤0.01%
250
-100
610
$2.03K ﹤0.01%
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611
$1.95K ﹤0.01%
34
612
$1.95K ﹤0.01%
26
613
$1.9K ﹤0.01%
52
614
$1.88K ﹤0.01%
58
615
$1.8K ﹤0.01%
50
616
$1.79K ﹤0.01%
1,000
617
$1.75K ﹤0.01%
60
618
$1.72K ﹤0.01%
33
+10
619
$1.72K ﹤0.01%
21
620
$1.7K ﹤0.01%
20
621
$1.68K ﹤0.01%
26
622
$1.68K ﹤0.01%
191
623
$1.59K ﹤0.01%
14
624
$1.59K ﹤0.01%
13
625
$1.51K ﹤0.01%
72
23 24
25
26 27