RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$737K
3 +$626K
4
PBR icon
Petrobras
PBR
+$557K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$534K

Top Sells

1 +$855K
2 +$830K
3 +$418K
4
RBLX icon
Roblox
RBLX
+$408K
5
CTXS
Citrix Systems Inc
CTXS
+$364K

Sector Composition

1 Financials 26.54%
2 Healthcare 12.93%
3 Technology 7.95%
4 Industrials 7.73%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,506