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
751
$35 ﹤0.01%
+4
752
$31 ﹤0.01%
+6
753
$30 ﹤0.01%
+9
754
– –
0
755
$27 ﹤0.01%
+1
756
$25 ﹤0.01%
+1
757
$23 ﹤0.01%
+1
758
$21 ﹤0.01%
+2
759
– –
0
760
$18 ﹤0.01%
+14
761
$15 ﹤0.01%
+3
762
$14 ﹤0.01%
+3
763
– –
0
764
$11 ﹤0.01%
+1
765
– –
0
766
$8 ﹤0.01%
+1
767
$8 ﹤0.01%
+1
768
– –
0
769
$3 ﹤0.01%
+2
770
– –
0
771
– –
0
772
– –
0
773
– –
0
774
– –
0
775
– –
0
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