RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$159K 0.08%
+1,578
202
$151K 0.08%
+392
203
$148K 0.07%
+2,727
204
$145K 0.07%
+267
205
$144K 0.07%
+3,300
206
$143K 0.07%
+1,826
207
$143K 0.07%
+1,214
208
$142K 0.07%
+1,340
209
$142K 0.07%
+2,768
210
$141K 0.07%
+1,222
211
$140K 0.07%
+1,311
212
$139K 0.07%
+1,021
213
$138K 0.07%
+4,779
214
$138K 0.07%
+1,951
215
$138K 0.07%
+1,000
216
$137K 0.07%
+1,850
217
$135K 0.07%
+1,346
218
$133K 0.07%
+2,321
219
$128K 0.06%
+6,656
220
$127K 0.06%
+5,403
221
$127K 0.06%
+803
222
$126K 0.06%
+2,388
223
$126K 0.06%
3,000
-22,699
224
$121K 0.06%
+1,869
225
$118K 0.06%
+934
7 8
9
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