GF

Goodman Financial Portfolio holdings

AUM $528M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$526K
2 +$523K
3 +$495K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$482K
5
KR icon
Kroger
KR
+$471K

Top Sells

1 +$1.82M
2 +$812K
3 +$580K
4
IBTX
Independent Bank Group, Inc.
IBTX
+$226K
5
XOM icon
Exxon Mobil
XOM
+$35.9K

Sector Composition

1 Consumer Discretionary 13.55%
2 Technology 12.58%
3 Consumer Staples 9.71%
4 Energy 9.34%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$33K 0.01%
10,000
-5,000