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
701
$576 ﹤0.01%
+14
702
$550 ﹤0.01%
+13
703
$549 ﹤0.01%
+153
704
$526 ﹤0.01%
+20
705
$523 ﹤0.01%
+25
706
$522 ﹤0.01%
+12
707
$477 ﹤0.01%
+25
708
$437 ﹤0.01%
+50
709
$433 ﹤0.01%
+19
710
$424 ﹤0.01%
+8
711
$412 ﹤0.01%
+400
712
$406 ﹤0.01%
+55
713
$397 ﹤0.01%
+27
714
$344 ﹤0.01%
+153
715
$340 ﹤0.01%
+3
716
$299 ﹤0.01%
+13
717
$288 ﹤0.01%
+3
718
$285 ﹤0.01%
+2
719
$271 ﹤0.01%
+7
720
$246 ﹤0.01%
+14
721
$220 ﹤0.01%
+56
722
$213 ﹤0.01%
+20
723
$211 ﹤0.01%
+16
724
$209 ﹤0.01%
+25
725
$204 ﹤0.01%
+30
27 28
29
30 31