RI

Ridgewood Investments Portfolio holdings

AUM $244M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$968K
2 +$636K
3 +$530K
4
COIN icon
Coinbase
COIN
+$520K
5
QCOM icon
Qualcomm
QCOM
+$498K

Top Sells

1 +$1.15M
2 +$573K
3 +$527K
4
CTXS
Citrix Systems Inc
CTXS
+$495K
5
ATVI
Activision Blizzard
ATVI
+$470K

Sector Composition

1 Financials 24.03%
2 Healthcare 13.3%
3 Technology 8.58%
4 Consumer Discretionary 7.86%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,473
202
-7,008
203
-48,952
204
-62,005