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
$125M
AUM Growth
-$444K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$444K
2
+$107K

Sector Composition

1 Financials 29.86%
2 Healthcare 11.32%
3 Industrials 10.84%
4 Consumer Discretionary 5.4%
5 Technology 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.37%
11,899
77
$469K 0.37%
9,204
78
$464K 0.37%
18,786
79
$451K 0.36%
5,775
80
$446K 0.36%
4,834
81
$446K 0.36%
18,483
82
$440K 0.35%
4,130
83
$438K 0.35%
5,259
84
$433K 0.35%
7,292
85
$433K 0.35%
2,773
86
$433K 0.35%
3,395
87
$429K 0.34%
8,051
88
$425K 0.34%
17,092
89
$421K 0.34%
12,822
90
$418K 0.33%
3,829
91
$417K 0.33%
13,703
92
$409K 0.33%
3,200
93
$390K 0.31%
4,316
94
$389K 0.31%
8,005
95
$379K 0.3%
6,826
96
$379K 0.3%
7,748
97
$373K 0.3%
3,260
98
$373K 0.3%
7,538
99
$366K 0.29%
5,486
100
$356K 0.28%
3,041
2 3
4
5 6