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
$126M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$322K
3
+$314K
4
NVDA icon
NVIDIA
NVDA
+$304K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$285K

Top Sells

1
+$247K
2
+$241K
3
+$226K
4
DE icon
Deere & Co
DE
+$224K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Sector Composition

1 Financials 29.75%
2 Healthcare 11.28%
3 Industrials 10.8%
4 Consumer Discretionary 5.38%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.28%
3,041
+392
102
$354K 0.28%
1,107
103
$353K 0.28%
7,029
+52
104
$347K 0.28%
13,394
+200
105
$347K 0.28%
17,088
+2,438
106
$343K 0.27%
10,202
107
$343K 0.27%
4,655
108
$341K 0.27%
5,598
+1,540
109
$335K 0.27%
18,157
+3,351
110
$333K 0.26%
7,970
+691
111
$328K 0.26%
6,524
-200
112
$325K 0.26%
4,103
113
$323K 0.26%
10,000
114
$323K 0.26%
2,118
-1,116
115
$322K 0.26%
+7,500
116
$317K 0.25%
16,644
117
$314K 0.25%
+6,875
118
$312K 0.25%
1,524
+1
119
$311K 0.25%
2,686
120
$308K 0.24%
1,385
121
$304K 0.24%
+43,280
122
$304K 0.24%
13,577
+251
123
$303K 0.24%
19,341
-192
124
$302K 0.24%
2,004
125
$300K 0.24%
5,550
+363
3 4
5
6 7