DLG

Daniel L. Goodwin Portfolio holdings

AUM $207M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$73.1M
3 +$60.3M
4
CDR
Cedar Realty Trust, Inc
CDR
+$31.8M
5
NNN icon
NNN REIT
NNN
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 84.79%
2 Financials 2.88%
3 Energy 1.17%
4 Industrials 0.78%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$22K ﹤0.01%
+2,540
102
0
103
0