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
$366M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$10.3M
3 +$9.59M
4
ABM icon
ABM Industries
ABM
+$9.04M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$4.16M

Top Sells

1 +$3.65M
2 +$1.2M
3 +$795K
4
SO icon
Southern Company
SO
+$393K
5
XOM icon
Exxon Mobil
XOM
+$333K

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