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
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$406K 0.2%
4,256
127
$395K 0.2%
10,612
+238
128
$391K 0.2%
+1,047
129
$391K 0.2%
29,388
130
$391K 0.2%
1,976
131
$383K 0.19%
+7,606
132
$377K 0.19%
+1,708
133
$375K 0.19%
415
134
$373K 0.19%
1,229
-30
135
$370K 0.18%
6,259
-250
136
$369K 0.18%
5,460
-140
137
$360K 0.18%
1,463
-20
138
$360K 0.18%
1,401
+350
139
$339K 0.17%
7,410
140
$329K 0.16%
2,856
-413
141
$327K 0.16%
1,457
-25
142
$325K 0.16%
18,404
-1,085
143
$321K 0.16%
4,858
+1,263
144
$319K 0.16%
124,937
145
$317K 0.16%
4,248
+4
146
$308K 0.15%
3,320
147
$300K 0.15%
2,156
-127
148
$295K 0.15%
7,242
-175
149
$294K 0.15%
+1,630
150
$292K 0.15%
4,016
4 5
6
7 8