GF

Goodman Financial Portfolio holdings

AUM $514M
1-Year Est. Return 10.74%
This Quarter Est. Return
1 Year Est. Return
+10.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$12.2M
3 +$8.79M
4
WDC icon
Western Digital
WDC
+$8.61M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$4.15M

Top Sells

1 +$3.65M
2 +$1.16M
3 +$793K
4
SO icon
Southern Company
SO
+$393K
5
XOM icon
Exxon Mobil
XOM
+$344K

Sector Composition

1 Consumer Staples 9.46%
2 Technology 8.68%
3 Consumer Discretionary 7.84%
4 Energy 7.8%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,499