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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$3.53M
3
+$2.79M
4
MMM icon
3M
MMM
+$2.23M
5
IDLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.55%
+8,905
52
$458K 0.54%
+3,200
53
$438K 0.52%
+7,802
54
$435K 0.51%
+4,186
55
$428K 0.5%
+3,829
56
$412K 0.49%
+10,449
57
$405K 0.48%
+8,285
58
$391K 0.46%
+10,137
59
$389K 0.46%
+5,957
60
$384K 0.45%
+18,387
61
$374K 0.44%
+2,406
62
$363K 0.43%
+8,373
63
$362K 0.43%
+3,093
64
$355K 0.42%
+11,753
65
$353K 0.42%
+39,132
66
$340K 0.4%
+2,366
67
$340K 0.4%
+4,591
68
$338K 0.4%
+22,498
69
$337K 0.4%
+3,653
70
$335K 0.39%
+8,266
71
$325K 0.38%
+2,754
72
$315K 0.37%
+2,998
73
$313K 0.37%
+9,002
74
$306K 0.36%
+4,316
75
$300K 0.35%
+3,244
1 2
3
4 5