RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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
+$1.19M
2
+$795K
3
+$673K
4
INTC icon
Intel
INTC
+$571K
5
GILD icon
Gilead Sciences
GILD
+$533K

Top Sells

1
+$1.63M
2
+$1.58M
3
+$1.51M
4
NEM icon
Newmont
NEM
+$928K
5
AMGN icon
Amgen
AMGN
+$692K

Sector Composition

1 Financials 21.16%
2 Technology 10.17%
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
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+6
753
$30 ﹤0.01%
+9
754
– –
0
755
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+1
756
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+1
757
$23 ﹤0.01%
+1
758
$21 ﹤0.01%
+2
759
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0
760
$18 ﹤0.01%
+14
761
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+3
762
$14 ﹤0.01%
+3
763
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0
764
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+1
765
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0
766
$8 ﹤0.01%
+1
767
$8 ﹤0.01%
+1
768
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0
769
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0
770
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0
771
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0
772
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0
773
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0
774
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0
775
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0
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