DLG
Daniel L. Goodwin Portfolio holdings
AUM
$207M
This Quarter Return
+13.2%
1 Year Return
+22.03%
3 Year Return
+72.68%
5 Year Return
+54.13%
10 Year Return
+61.17%
AUM
$218M
AUM Growth
+$218M
(+14%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
73.17%
Holding
95
New
4
Increased
3
Reduced
1
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$1.9M |
| 2 |
Nutanix
NTNX
|
$1.32M |
| 3 |
Noodles & Co
NDLS
|
$1.02M |
| 4 |
UnitedHealth
UNH
|
$247K |
| 5 |
AT&T
T
|
$203K |
Top Sells
| 1 |
AIV
Aimco
AIV
|
$2.18M |
| 2 |
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
|
$76.8K |
Sector Composition
| 1 | Real Estate | 61.19% |
| 2 | Consumer Discretionary | 6.43% |
| 3 | Energy | 5.06% |
| 4 | Financials | 3.95% |
| 5 | Technology | 2.94% |
