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
701
$1.78K ﹤0.01%
8
702
$1.76K ﹤0.01%
65
703
$1.75K ﹤0.01%
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704
$1.75K ﹤0.01%
46
705
$1.67K ﹤0.01%
253
-30
706
$1.66K ﹤0.01%
34
707
$1.66K ﹤0.01%
51
+1
708
$1.63K ﹤0.01%
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709
$1.63K ﹤0.01%
48
710
$1.6K ﹤0.01%
56
711
$1.56K ﹤0.01%
116
712
$1.53K ﹤0.01%
58
713
$1.52K ﹤0.01%
13
714
$1.5K ﹤0.01%
5
715
$1.48K ﹤0.01%
50
716
$1.44K ﹤0.01%
97
-52
717
$1.44K ﹤0.01%
3
718
$1.41K ﹤0.01%
120
719
$1.39K ﹤0.01%
35
720
$1.29K ﹤0.01%
43
721
$1.27K ﹤0.01%
152
722
$1.25K ﹤0.01%
14
723
$1.22K ﹤0.01%
22
724
$1.18K ﹤0.01%
+510
725
$1.18K ﹤0.01%
5
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30 31