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
651
$3K ﹤0.01%
122
652
$2.97K ﹤0.01%
43
653
$2.91K ﹤0.01%
96
654
$2.9K ﹤0.01%
50
655
$2.87K ﹤0.01%
537
656
$2.86K ﹤0.01%
49
657
$2.86K ﹤0.01%
108
658
$2.84K ﹤0.01%
26
659
$2.75K ﹤0.01%
130
660
$2.73K ﹤0.01%
28
661
$2.71K ﹤0.01%
64
-110
662
$2.71K ﹤0.01%
300
663
$2.62K ﹤0.01%
+70
664
$2.58K ﹤0.01%
33
665
$2.54K ﹤0.01%
10
666
$2.51K ﹤0.01%
63
667
$2.5K ﹤0.01%
191
668
$2.48K ﹤0.01%
26
669
$2.47K ﹤0.01%
23
670
$2.46K ﹤0.01%
82
671
$2.46K ﹤0.01%
35
672
$2.46K ﹤0.01%
60
673
$2.43K ﹤0.01%
+20
674
$2.41K ﹤0.01%
34
675
$2.39K ﹤0.01%
9
25 26
27
28 29