RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
+7.37%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$126M
AUM Growth
+$13.4M
(+12%)
Cap. Flow
+$5.62M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
33.82%
Holding
173
New
19
Increased
81
Reduced
19
Closed
5
Top Buys
| 1 |
Realty Income
O
|
$591K |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$322K |
| 3 |
NetEase
NTES
|
$314K |
| 4 |
NVIDIA
NVDA
|
$304K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$285K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$247K |
| 2 |
Dollar General
DG
|
$241K |
| 3 |
Polaris
PII
|
$226K |
| 4 |
Deere & Co
DE
|
$224K |
| 5 |
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% |
