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
$125M
AUM Growth
-$444K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$444K
2
+$107K

Sector Composition

1 Financials 29.86%
2 Healthcare 11.32%
3 Industrials 10.84%
4 Consumer Discretionary 5.4%
5 Technology 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.57%
10,566
52
$680K 0.54%
12,945
53
$643K 0.51%
1,798
54
$641K 0.51%
1,722
55
$636K 0.51%
11,286
56
$633K 0.51%
36,987
57
$625K 0.5%
12,842
58
$613K 0.49%
8,912
59
$593K 0.47%
6,729
60
$591K 0.47%
10,728
61
$574K 0.46%
7,290
62
$554K 0.44%
21,838
63
$545K 0.43%
4,797
64
$540K 0.43%
9,877
65
$528K 0.42%
10,502
66
$527K 0.42%
5,358
67
$504K 0.4%
10,699
68
$502K 0.4%
3,753
69
$501K 0.4%
6,489
70
$496K 0.4%
23,327
71
$487K 0.39%
5,732
72
$485K 0.39%
3,829
73
$481K 0.38%
4,121
74
$475K 0.38%
8,010
75
$473K 0.38%
19,363
1 2
3
4 5