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
$125M
AUM Growth
-$444K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$444K
2
+$107K

Sector Composition

1 Financials 29.86%
2 Healthcare 11.32%
3 Industrials 10.84%
4 Consumer Discretionary 5.4%
5 Technology 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.23%
8,031
127
$282K 0.23%
8,555
128
$279K 0.22%
1,670
129
$279K 0.22%
1,641
130
$277K 0.22%
16,498
131
$276K 0.22%
7,000
132
$276K 0.22%
5,354
133
$275K 0.22%
5,694
134
$265K 0.21%
3,900
135
$260K 0.21%
6,460
136
$259K 0.21%
2,457
137
$256K 0.2%
5,136
138
$255K 0.2%
5,385
139
$254K 0.2%
3,485
140
$253K 0.2%
8,132
141
$250K 0.2%
1,882
142
$245K 0.2%
4,638
143
$237K 0.19%
11,863
144
$236K 0.19%
3,632
145
$229K 0.18%
6,556
146
$225K 0.18%
113
147
$224K 0.18%
6,165
148
$223K 0.18%
31,356
149
$222K 0.18%
2,191
150
$221K 0.18%
6,229
3 4 5
6
7