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
$352M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.17M
3 +$8.19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.36M
5
ICHR icon
Ichor Holdings
ICHR
+$314K

Top Sells

1 +$13.3M
2 +$12.5M
3 +$10.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.52M
5
SLB icon
SLB Limited
SLB
+$3.85M

Sector Composition

1 Technology 12.4%
2 Consumer Staples 8.36%
3 Industrials 8.05%
4 Consumer Discretionary 7.5%
5 Energy 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-954
52
-43,719
53
-4,270
54
-2,883
55
-207,619
56
-118,468