RI
Ridgewood Investments Portfolio holdings
AUM
$244M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$244M
AUM Growth
–
Holding
208
Top Buys
| 1 | +$23.6M | |
| 2 | +$8.38M | |
| 3 | +$6.31M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.48M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.56% |
| 2 | Technology | 12.79% |
| 3 | Communication Services | 7.95% |
| 4 | Healthcare | 6.9% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
RPM International
RPM
$14B
| $223K | 0.09% |
+2,240
|
|
||
202
Royalty Pharma
RPRX
$22.2B
| $219K | 0.09% |
+4,555
|
|
||
|
ETHA
203
iShares Ethereum Trust ETF
ETHA
$7.78B
| $212K | 0.09% |
+13,374
|
|
||
204
Sea Limited
SE
$52.9B
| $211K | 0.09% |
+2,552
|
|
||
205
Vanguard Global ex-US Real Estate ETF
VNQI
$3.66B
| $208K | 0.09% |
+4,676
|
|
||
206
Dimensional US Core Equity 2 ETF
DFAC
$44B
| $203K | 0.08% |
+5,213
|
|
||
207
Bank of America
BAC
$385B
| $202K | 0.08% |
+4,151
|
|
||
|
FISV
208
Fiserv Inc
FISV
$34.2B
| $200K | 0.08% |
+3,587
|
|