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
126
$285K 0.23%
5,391
127
$284K 0.23%
8,031
+3
128
$282K 0.22%
8,555
-600
129
$279K 0.22%
1,641
130
$279K 0.22%
1,670
131
$277K 0.22%
16,498
132
$276K 0.22%
7,000
133
$276K 0.22%
5,354
+371
134
$275K 0.22%
5,694
+4
135
$265K 0.21%
+3,900
136
$260K 0.21%
+6,460
137
$259K 0.21%
2,457
138
$256K 0.2%
5,136
+201
139
$255K 0.2%
5,385
140
$254K 0.2%
+3,485
141
$253K 0.2%
8,132
+1,122
142
$250K 0.2%
+1,882
143
$245K 0.19%
4,638
+556
144
$237K 0.19%
11,863
+1,553
145
$236K 0.19%
3,632
146
$229K 0.18%
+6,556
147
$225K 0.18%
113
148
$224K 0.18%
6,165
149
$223K 0.18%
31,356
+6,637
150
$222K 0.18%
+2,191
3 4 5
6
7