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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$3.53M
3
+$2.79M
4
MMM icon
3M
MMM
+$2.23M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.05M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.32%
2 Industrials 12.1%
3 Healthcare 7.82%
4 Real Estate 5.46%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.35%
+3,840
77
$293K 0.35%
+7,800
78
$292K 0.34%
+9,836
79
$290K 0.34%
+2,773
80
$288K 0.34%
+3,826
81
$283K 0.33%
+2,357
82
$280K 0.33%
+2,390
83
$279K 0.33%
+5,778
84
$278K 0.33%
+7,027
85
$272K 0.32%
+6,199
86
$264K 0.31%
+6,884
87
$261K 0.31%
+2,939
88
$260K 0.31%
+1,974
89
$259K 0.31%
+4,429
90
$258K 0.3%
+3,279
91
$256K 0.3%
+6,291
92
$255K 0.3%
+7,056
93
$248K 0.29%
+2,165
94
$245K 0.29%
+2,275
95
$244K 0.29%
+4,833
96
$244K 0.29%
+4,120
97
$243K 0.29%
+12,595
98
$239K 0.28%
+2,717
99
$236K 0.28%
+8,796
100
$234K 0.28%
+4,103
1 2 3
4
5