RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$771K 0.39%
12,751
77
$747K 0.37%
4,094
+177
78
$745K 0.37%
10,105
-403
79
$730K 0.37%
3,758
-98
80
$729K 0.36%
5,796
+200
81
$715K 0.36%
3,090
-1
82
$706K 0.35%
3,351
-200
83
$700K 0.35%
12,065
-45
84
$690K 0.35%
2,954
-2
85
$689K 0.34%
15,177
+97
86
$686K 0.34%
15,559
-1,278
87
$683K 0.34%
1,510
-192
88
$677K 0.34%
18,578
-750
89
$670K 0.34%
8,674
-2,600
90
$662K 0.33%
26,046
-80
91
$660K 0.33%
52,485
92
$656K 0.33%
24,050
+420
93
$655K 0.33%
9,671
+1,147
94
$645K 0.32%
24,442
-602
95
$634K 0.32%
31,229
-1,503
96
$626K 0.31%
5,106
97
$623K 0.31%
6,651
-62
98
$613K 0.31%
6,002
-15,506
99
$608K 0.3%
3,055
-8,360
100
$599K 0.3%
2,041
2 3
4
5 6