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
$128M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$570K
3
+$509K
4
INTC icon
Intel
INTC
+$459K
5
GILD icon
Gilead Sciences
GILD
+$404K

Top Sells

1
+$884K
2
+$812K
3
+$793K
4
MXIM
Maxim Integrated Products
MXIM
+$767K
5
TSLA icon
Tesla
TSLA
+$537K

Sector Composition

1 Financials 27.18%
2 Healthcare 12.49%
3 Industrials 8.86%
4 Technology 8.33%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$549K 0.43%
15,104
-244
77
$543K 0.43%
8,285
-879
78
$542K 0.42%
2,400
-42
79
$540K 0.42%
3,669
-264
80
$529K 0.41%
1,482
-206
81
$522K 0.41%
1,087
-20
82
$518K 0.41%
8,707
-227
83
$509K 0.4%
+6,447
84
$506K 0.4%
7,185
-384
85
$503K 0.39%
8,545
-1,069
86
$501K 0.39%
24,548
-467
87
$499K 0.39%
23,163
-388
88
$498K 0.39%
19,233
+6
89
$496K 0.39%
5,525
-1,503
90
$492K 0.39%
8,432
+132
91
$488K 0.38%
1,444
-31
92
$470K 0.37%
45,579
-1,893
93
$468K 0.37%
1,788
+135
94
$466K 0.36%
9,439
-519
95
$466K 0.36%
4,310
-461
96
$463K 0.36%
37,581
-1,905
97
$459K 0.36%
+8,859
98
$458K 0.36%
4,044
99
$452K 0.35%
3,033
-166
100
$447K 0.35%
2,147
2 3
4
5 6