GF

Goodman Financial Portfolio holdings

AUM $498M
1-Year Est. Return 9.79%
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$5.69M
2 +$5.17M
3 +$4M
4
BKR icon
Baker Hughes
BKR
+$3.16M
5
CCEC
Capital Clean Energy Carriers
CCEC
+$2.77M

Top Sells

1 +$5.57M
2 +$5.47M
3 +$4.98M
4
BHI
Baker Hughes
BHI
+$4.54M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.23M

Sector Composition

1 Consumer Discretionary 14.3%
2 Industrials 13.42%
3 Healthcare 13.37%
4 Technology 13.31%
5 Energy 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$30K 0.01%
+22,100
52
$11K 0.01%
+12,720
53
-96,823
54
-52,411
55
-246,589
56
-83,312