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
676
$2.37K ﹤0.01%
32
677
$2.37K ﹤0.01%
35
678
$2.35K ﹤0.01%
42
679
$2.34K ﹤0.01%
318
680
$2.33K ﹤0.01%
101
681
$2.32K ﹤0.01%
+80
682
$2.3K ﹤0.01%
19
683
$2.27K ﹤0.01%
28
684
$2.25K ﹤0.01%
72
685
$2.18K ﹤0.01%
35
686
$2.17K ﹤0.01%
19
687
$2.16K ﹤0.01%
26
688
$2.1K ﹤0.01%
29
689
$2.08K ﹤0.01%
19
690
$2.07K ﹤0.01%
560
+2
691
$2K ﹤0.01%
5
692
$1.95K ﹤0.01%
28
693
$1.9K ﹤0.01%
10
694
$1.9K ﹤0.01%
43
+1
695
$1.89K ﹤0.01%
1,000
696
$1.88K ﹤0.01%
84
697
$1.83K ﹤0.01%
50
698
$1.8K ﹤0.01%
54
699
$1.8K ﹤0.01%
13
700
$1.78K ﹤0.01%
70
-200
26 27
28
29 30