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
651
$1.53K ﹤0.01%
+20
652
$1.51K ﹤0.01%
+22
653
$1.46K ﹤0.01%
+9
654
$1.45K ﹤0.01%
+43
655
$1.41K ﹤0.01%
+13
656
$1.4K ﹤0.01%
+13
657
$1.4K ﹤0.01%
+72
658
$1.39K ﹤0.01%
+15
659
$1.37K ﹤0.01%
+14
660
$1.3K ﹤0.01%
+152
661
$1.3K ﹤0.01%
+7
662
$1.29K ﹤0.01%
+12
663
$1.29K ﹤0.01%
+3
664
$1.28K ﹤0.01%
+11
665
$1.26K ﹤0.01%
+70
666
$1.23K ﹤0.01%
+104
667
$1.23K ﹤0.01%
+23
668
$1.23K ﹤0.01%
+100
669
$1.08K ﹤0.01%
+58
670
$1.05K ﹤0.01%
+35
671
$1.04K ﹤0.01%
+98
672
$1.01K ﹤0.01%
+22
673
$1.01K ﹤0.01%
+23
674
$1K ﹤0.01%
+59
675
$985 ﹤0.01%
+40
25 26
27
28 29