RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
+6.14%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$84.9M
AUM Growth
–
Cap. Flow
+$84.8M
Cap. Flow
% of AUM
99.94%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
117
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$15.8M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.53M |
| 3 |
Markel Group
MKL
|
$2.79M |
| 4 |
3M
MMM
|
$2.23M |
| 5 |
Invesco S&P International Developed Low Volatility ETF
IDLV
|
$2.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 33.32% |
| 2 | Industrials | 12.1% |
| 3 | Healthcare | 7.82% |
| 4 | Real Estate | 5.46% |
| 5 | Consumer Staples | 5.11% |
