RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
-11.42%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$125M
AUM Growth
-$444K
(-0.35%)
Cap. Flow
-$561K
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
33.94%
Holding
168
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$444K |
| 2 |
XXII
22nd Century Group
XXII
|
$107K |
Sector Composition
| 1 | Financials | 29.86% |
| 2 | Healthcare | 11.32% |
| 3 | Industrials | 10.84% |
| 4 | Consumer Discretionary | 5.4% |
| 5 | Technology | 5.03% |
