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
$344M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$9.58M
3
+$9.53M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$755K
5
AMZN icon
Amazon
AMZN
+$727K

Top Sells

1
+$14M
2
+$10.3M
3
+$6.25M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.08M
5
PAGP icon
Plains GP Holdings
PAGP
+$403K

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 14.94%
3 Consumer Staples 9.36%
4 Industrials 8.98%
5 Energy 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-105,900
52
– –
-1,200
53
– –
-297,853
1 2
3