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
+$336K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$735K
3
+$683K
4
NTES icon
NetEase
NTES
+$614K
5
MSM icon
MSC Industrial Direct
MSM
+$580K

Top Sells

1
+$1.02M
2
+$818K
3
+$799K
4
GS icon
Goldman Sachs
GS
+$734K
5
JNPR
Juniper Networks
JNPR
+$709K

Sector Composition

1 Financials 22.54%
2 Technology 10.59%
3 Healthcare 8.41%
4 Communication Services 7.85%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.02K ﹤0.01%
72
-6,828
652
$980 ﹤0.01%
245
+92
653
$954 ﹤0.01%
388
654
$926 ﹤0.01%
333
655
$920 ﹤0.01%
8
-1
656
$897 ﹤0.01%
20
-2
657
$819 ﹤0.01%
7
658
$800 ﹤0.01%
51
659
$723 ﹤0.01%
10
-1
660
$723 ﹤0.01%
5,333
661
$705 ﹤0.01%
15
662
$647 ﹤0.01%
24
-77
663
$540 ﹤0.01%
24
-1
664
$520 ﹤0.01%
153
665
$467 ﹤0.01%
10
-34
666
$460 ﹤0.01%
20
667
$437 ﹤0.01%
8
668
$416 ﹤0.01%
14
669
$374 ﹤0.01%
18
-7
670
$338 ﹤0.01%
41
-14
671
$337 ﹤0.01%
50
672
$281 ﹤0.01%
14
673
$278 ﹤0.01%
3
-10
674
$247 ﹤0.01%
36
-116
675
$237 ﹤0.01%
47
25 26
27
28 29