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
$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
726
$199 ﹤0.01%
+11
727
$186 ﹤0.01%
+16
728
$176 ﹤0.01%
+47
729
$131 ﹤0.01%
+4
730
$123 ﹤0.01%
+100
731
$120 ﹤0.01%
+11
732
$116 ﹤0.01%
+6
733
$110 ﹤0.01%
+19
734
$100 ﹤0.01%
+4
735
$91 ﹤0.01%
+2
736
$88 ﹤0.01%
+170
737
$85 ﹤0.01%
+2
738
$84 ﹤0.01%
+4
739
$79 ﹤0.01%
+5
740
$68 ﹤0.01%
+8
741
$67 ﹤0.01%
+14
742
– –
0
743
$56 ﹤0.01%
+5
744
$52 ﹤0.01%
+2
745
$52 ﹤0.01%
+2
746
$50 ﹤0.01%
+1
747
$45 ﹤0.01%
+8
748
$44 ﹤0.01%
+17
749
$44 ﹤0.01%
+13
750
$36 ﹤0.01%
+5
28 29
30
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