RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
626
$2.41K ﹤0.01%
+300
627
$2.36K ﹤0.01%
+54
628
$2.35K ﹤0.01%
+63
629
$2.35K ﹤0.01%
+44
630
$2.18K ﹤0.01%
+26
631
$2.1K ﹤0.01%
+150
632
$2.04K ﹤0.01%
+13
633
$2.01K ﹤0.01%
+28
634
$2.01K ﹤0.01%
+14
635
$1.96K ﹤0.01%
+8
636
$1.95K ﹤0.01%
+1,000
637
$1.93K ﹤0.01%
+34
638
$1.93K ﹤0.01%
+52
639
$1.89K ﹤0.01%
+23
640
$1.89K ﹤0.01%
+26
641
$1.88K ﹤0.01%
+46
642
$1.82K ﹤0.01%
+666
643
$1.75K ﹤0.01%
+46
644
$1.71K ﹤0.01%
+60
645
$1.71K ﹤0.01%
+1,000
646
$1.69K ﹤0.01%
+50
647
$1.69K ﹤0.01%
+34
648
$1.68K ﹤0.01%
+191
649
$1.62K ﹤0.01%
45
-7,030
650
$1.6K ﹤0.01%
+58
24 25
26
27 28