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
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
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
676
$983 ﹤0.01%
+51
677
$952 ﹤0.01%
+10
678
$896 ﹤0.01%
+7
679
$884 ﹤0.01%
+40
680
$871 ﹤0.01%
+9
681
$850 ﹤0.01%
+116
682
$848 ﹤0.01%
+4
683
$840 ﹤0.01%
+79
684
$823 ﹤0.01%
+8
685
$810 ﹤0.01%
+15
686
$803 ﹤0.01%
+8
687
$793 ﹤0.01%
+333
688
$792 ﹤0.01%
+388
689
$762 ﹤0.01%
+63
690
$762 ﹤0.01%
+14
691
$747 ﹤0.01%
+7
692
$734 ﹤0.01%
+4
693
$731 ﹤0.01%
+53
694
$713 ﹤0.01%
+5
695
$710 ﹤0.01%
+13
696
$648 ﹤0.01%
+7
697
$646 ﹤0.01%
+7
698
$621 ﹤0.01%
+11
699
$604 ﹤0.01%
+58
700
$599 ﹤0.01%
+57
26 27
28
29 30