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
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
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+116
682
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+4
683
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+79
684
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685
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686
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+8
687
$793 ﹤0.01%
+333
688
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689
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+7
692
$734 ﹤0.01%
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$713 ﹤0.01%
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695
$710 ﹤0.01%
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696
$648 ﹤0.01%
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697
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698
$621 ﹤0.01%
+11
699
$604 ﹤0.01%
+58
700
$599 ﹤0.01%
+57
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