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
$128M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$570K
3
+$509K
4
INTC icon
Intel
INTC
+$459K
5
GILD icon
Gilead Sciences
GILD
+$404K

Top Sells

1
+$884K
2
+$812K
3
+$793K
4
MXIM
Maxim Integrated Products
MXIM
+$767K
5
TSLA icon
Tesla
TSLA
+$537K

Sector Composition

1 Financials 27.18%
2 Healthcare 12.49%
3 Industrials 8.86%
4 Technology 8.33%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.23%
+7,146
127
$289K 0.23%
3,233
-529
128
$286K 0.22%
+125,000
129
$281K 0.22%
4,416
130
$279K 0.22%
+1,109
131
$263K 0.21%
4,774
-788
132
$260K 0.2%
+2,933
133
$257K 0.2%
33,892
-4,335
134
$252K 0.2%
+2,692
135
$252K 0.2%
10,454
-273
136
$251K 0.2%
18,547
+12
137
$251K 0.2%
1,256
+20
138
$241K 0.19%
1,476
+1
139
$239K 0.19%
6,460
-5
140
$239K 0.19%
9,553
+13
141
$239K 0.19%
39,000
+1,000
142
$237K 0.19%
1,589
-40
143
$237K 0.19%
+7,758
144
$236K 0.18%
5,772
-2,985
145
$234K 0.18%
+9,600
146
$227K 0.18%
2,500
147
$226K 0.18%
+1,393
148
$223K 0.17%
4,890
-458
149
$221K 0.17%
1,500
150
$221K 0.17%
+7,145
4 5
6
7 8