RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
+6%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$156M
AUM Growth
-$7.49M
(-4.6%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-11.29%
Top 10 Holdings %
Top 10 Hldgs %
23.63%
Holding
207
New
17
Increased
41
Reduced
105
Closed
17
Top Buys
| 1 |
Immunome
IMNM
|
$1M |
| 2 |
Coinbase
COIN
|
$747K |
| 3 |
PetMed Express
PETS
|
$645K |
| 4 |
Spotify
SPOT
|
$552K |
| 5 |
Pinterest
PINS
|
$544K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.6M |
| 2 |
Apple
AAPL
|
$1.48M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.43M |
| 4 |
Axos Financial
AX
|
$1.38M |
| 5 |
HCI Group
HCI
|
$1.32M |
Sector Composition
| 1 | Financials | 23.64% |
| 2 | Healthcare | 15.77% |
| 3 | Industrials | 9.41% |
| 4 | Technology | 6.89% |
| 5 | Communication Services | 6.64% |
