GF
Goodman Financial Portfolio holdings
AUM
$498M
1-Year Return
9.79%
This Quarter Return
-2.53%
1 Year Return
+9.79%
3 Year Return
+40.34%
5 Year Return
+97.06%
10 Year Return
+172.54%
AUM
$449M
AUM Growth
+$11.2M
(+2.6%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
40.15%
Holding
76
New
20
Increased
34
Reduced
9
Closed
5
Top Buys
| 1 |
Advance Auto Parts
AAP
|
$11.1M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$3.25M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$3.11M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.08M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.17M |
Top Sells
Sector Composition
| 1 | Technology | 15.7% |
| 2 | Consumer Discretionary | 10.58% |
| 3 | Healthcare | 10.09% |
| 4 | Consumer Staples | 8.51% |
| 5 | Industrials | 8.41% |
