RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
+13.76%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$127M
AUM Growth
-$848K
(-0.66%)
Cap. Flow
-$1.88M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
30.31%
Holding
169
New
–
Increased
–
Reduced
2
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
NetEase
NTES
|
$908K |
| 2 |
DNKN
Dunkin' Brands Group, Inc.
DNKN
|
$848K |
| 3 |
Pfizer
PFE
|
$43.5K |
| 4 |
XXII
22nd Century Group
XXII
|
$19K |
Sector Composition
| 1 | Financials | 27.36% |
| 2 | Healthcare | 12.57% |
| 3 | Industrials | 8.92% |
| 4 | Technology | 8.39% |
| 5 | Consumer Discretionary | 5.55% |
