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
$126M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$322K
3
+$314K
4
NVDA icon
NVIDIA
NVDA
+$304K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$285K

Top Sells

1
+$247K
2
+$241K
3
+$226K
4
DE icon
Deere & Co
DE
+$224K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Sector Composition

1 Financials 29.75%
2 Healthcare 11.28%
3 Industrials 10.8%
4 Consumer Discretionary 5.38%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.37%
11,899
+95
77
$469K 0.37%
9,204
-71
78
$464K 0.37%
18,786
+2,616
79
$451K 0.36%
5,775
+135
80
$446K 0.35%
4,834
+340
81
$446K 0.35%
18,483
+3,383
82
$444K 0.35%
2,762
-600
83
$440K 0.35%
4,130
84
$438K 0.35%
5,259
+210
85
$433K 0.34%
7,292
86
$433K 0.34%
2,773
87
$433K 0.34%
3,395
88
$429K 0.34%
8,051
+34
89
$425K 0.34%
17,092
-215
90
$421K 0.33%
12,822
91
$418K 0.33%
3,829
92
$417K 0.33%
13,703
+2,625
93
$409K 0.33%
3,200
94
$390K 0.31%
4,316
95
$389K 0.31%
8,005
+1
96
$379K 0.3%
6,826
97
$379K 0.3%
7,748
+597
98
$373K 0.3%
3,260
+630
99
$373K 0.3%
7,538
+1
100
$366K 0.29%
5,486
2 3
4
5 6