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
$176M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.1M
3
+$891K
4
PFE icon
Pfizer
PFE
+$817K
5
TSN icon
Tyson Foods
TSN
+$742K

Top Sells

1
+$1.42M
2
+$930K
3
+$777K
4
OZK icon
Bank OZK
OZK
+$664K
5
HBI
Hanesbrands
HBI
+$619K

Sector Composition

1 Financials 22.67%
2 Healthcare 10.72%
3 Technology 9.16%
4 Industrials 7%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.17K ﹤0.01%
388
727
$1.17K ﹤0.01%
14
728
$1.08K ﹤0.01%
104
729
$1.08K ﹤0.01%
1,000
730
$1.08K ﹤0.01%
79
731
$1.06K ﹤0.01%
11
732
$1.04K ﹤0.01%
+10
733
$1.03K ﹤0.01%
34
734
$1.01K ﹤0.01%
3
735
$969 ﹤0.01%
+38
736
$969 ﹤0.01%
14
737
$961 ﹤0.01%
17
738
$948 ﹤0.01%
15
-46
739
$934 ﹤0.01%
9
740
$892 ﹤0.01%
58
741
$875 ﹤0.01%
23
742
$870 ﹤0.01%
5
743
$860 ﹤0.01%
13
744
$843 ﹤0.01%
22
-124
745
$842 ﹤0.01%
15
746
$836 ﹤0.01%
12
747
$834 ﹤0.01%
9
748
$822 ﹤0.01%
51
749
$822 ﹤0.01%
7
750
$806 ﹤0.01%
7
28 29
30
31 32