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
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$851K
3 +$600K
4
BAX icon
Baxter International
BAX
+$535K
5
IFF icon
International Flavors & Fragrances
IFF
+$451K

Top Sells

1 +$955K
2 +$806K
3 +$621K
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
GS icon
Goldman Sachs
GS
+$544K

Sector Composition

1 Financials 23.05%
2 Healthcare 10.59%
3 Technology 8.89%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-4,126
827
0
828
0
829
-181,663