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
$126M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$322K
3
+$314K
4
NVDA icon
NVIDIA
NVDA
+$304K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$285K

Top Sells

1
+$247K
2
+$241K
3
+$226K
4
DE icon
Deere & Co
DE
+$224K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Sector Composition

1 Financials 29.75%
2 Healthcare 11.28%
3 Industrials 10.8%
4 Consumer Discretionary 5.38%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.56%
10,566
+669
52
$680K 0.54%
12,945
53
$643K 0.51%
1,798
54
$641K 0.51%
1,722
+140
55
$636K 0.51%
11,286
+1,186
56
$633K 0.5%
36,987
+3,215
57
$625K 0.5%
12,842
-1,799
58
$613K 0.49%
8,912
+209
59
$593K 0.47%
6,729
+215
60
$591K 0.47%
+10,728
61
$574K 0.46%
7,290
62
$554K 0.44%
21,838
+1,564
63
$545K 0.43%
4,797
64
$540K 0.43%
9,877
-1,950
65
$528K 0.42%
10,502
66
$527K 0.42%
5,358
+571
67
$504K 0.4%
10,699
68
$502K 0.4%
3,753
+79
69
$501K 0.4%
6,489
+490
70
$496K 0.39%
23,327
+60
71
$487K 0.39%
5,732
+360
72
$485K 0.39%
3,829
73
$481K 0.38%
4,121
+11
74
$475K 0.38%
8,010
-102
75
$473K 0.38%
19,363
+300
1 2
3
4 5