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
$170M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.42M
3 +$2.2M
4
AKAM icon
Akamai
AKAM
+$1.84M
5
IBM icon
IBM
IBM
+$1.13M

Top Sells

1 +$3.85M
2 +$3.57M
3 +$3.14M
4
UBER icon
Uber
UBER
+$2.55M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$2.44M

Sector Composition

1 Real Estate 51.56%
2 Technology 12.27%
3 Consumer Discretionary 9.14%
4 Financials 5.39%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,637
102
-24,000
103
-12,900