RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
+11.1%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$163M
AUM Growth
+$36.4M
(+29%)
Cap. Flow
+$9.02M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
25.73%
Holding
220
New
52
Increased
55
Reduced
69
Closed
31
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.15M |
| 2 |
Farmer Brothers
FARM
|
$1.05M |
| 3 |
Kimberly-Clark
KMB
|
$1.02M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$867K |
| 5 |
PetMed Express
PETS
|
$820K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.93M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.24M |
| 3 |
Qualcomm
QCOM
|
$1.17M |
| 4 |
Goldman Sachs
GS
|
$836K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$772K |
Sector Composition
| 1 | Financials | 26.14% |
| 2 | Healthcare | 13.41% |
| 3 | Industrials | 9.44% |
| 4 | Technology | 7.19% |
| 5 | Consumer Discretionary | 5.91% |
