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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$3.53M
3
+$2.79M
4
MMM icon
3M
MMM
+$2.23M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.05M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.32%
2 Industrials 12.1%
3 Healthcare 7.82%
4 Real Estate 5.46%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.27%
+3,624
102
$223K 0.26%
+1,832
103
$220K 0.26%
+2,619
104
$220K 0.26%
+1,902
105
$215K 0.25%
+8,496
106
$213K 0.25%
+3,001
107
$212K 0.25%
+3,440
108
$208K 0.25%
+2,839
109
$207K 0.24%
+2,818
110
$206K 0.24%
+3,412
111
$200K 0.24%
+1,828
112
$146K 0.17%
+3,555
113
$143K 0.17%
+2,285
114
$76K 0.09%
+55
115
$71K 0.08%
+17,458
116
$58K 0.07%
+15,785
117
– –
0
1 2 3 4
5