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
$169M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.05M
3
+$932K
4
U icon
Unity
U
+$864K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$845K

Top Sells

1
+$1.69M
2
+$399K
3
+$395K
4
SWK icon
Stanley Black & Decker
SWK
+$329K
5
WBA
Walgreens Boots Alliance
WBA
+$325K

Sector Composition

1 Financials 21.8%
2 Technology 10.68%
3 Healthcare 9.29%
4 Industrials 7.99%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$753K 0.45%
9,535
-1,538
77
$751K 0.44%
5,106
78
$749K 0.44%
12,202
-292
79
$710K 0.42%
2,913
+1,640
80
$709K 0.42%
10,298
+1,708
81
$707K 0.42%
3,671
-780
82
$704K 0.42%
3,200
83
$701K 0.41%
11,795
-1,643
84
$700K 0.41%
24,924
-863
85
$697K 0.41%
2,420
-371
86
$695K 0.41%
9,093
+1,038
87
$688K 0.41%
43,356
-9,200
88
$667K 0.39%
1,730
-56
89
$667K 0.39%
3,915
-46
90
$666K 0.39%
23,626
-833
91
$661K 0.39%
6,270
+3,601
92
$652K 0.39%
8,053
-642
93
$640K 0.38%
26,400
+5,800
94
$633K 0.37%
9,932
-1,624
95
$633K 0.37%
13,649
+895
96
$628K 0.37%
45,485
+700
97
$612K 0.36%
23,947
+1,388
98
$602K 0.36%
20,988
+249
99
$594K 0.35%
2,041
100
$579K 0.34%
8,020
-165
2 3
4
5 6