RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.53%
19,615
-343
52
$1.05M 0.52%
14,995
+53
53
$1.04M 0.52%
5,359
-110
54
$1.02M 0.51%
3,200
55
$1.02M 0.51%
14,798
+7,991
56
$1.01M 0.51%
2,938
-1
57
$992K 0.5%
10,759
-51
58
$980K 0.49%
9,150
-166
59
$978K 0.49%
23,194
-500
60
$958K 0.48%
17,750
61
$949K 0.47%
28,361
-502
62
$936K 0.47%
7,580
+500
63
$921K 0.46%
5,059
64
$908K 0.45%
29,320
+17,433
65
$902K 0.45%
35,138
-2
66
$898K 0.45%
1,522
67
$880K 0.44%
6,232
-186
68
$872K 0.44%
2,333
69
$869K 0.43%
36,100
+2,000
70
$854K 0.43%
27,687
-80
71
$845K 0.42%
3,679
-459
72
$839K 0.42%
11,209
+494
73
$832K 0.42%
23,735
+1,000
74
$807K 0.4%
27,922
+2,200
75
$785K 0.39%
37,101
1 2
3
4 5