GF
Goodman Financial Portfolio holdings
AUM
$582M
1-Year Est. Return
22.09%
This Fund
S&P 500
1 Year Est. Return
+22.09%
AUM
$582M
AUM Growth
+$53.9M
(+10%)
Holding
81
Top Buys
| 1 | +$14.3M | |
| 2 | +$14M | |
| 3 | +$13.6M | |
| 4 |
Haleon
HLN
|
+$11.9M |
| 5 |
Sanofi
SNY
|
+$9.52M |
Top Sells
| 1 | +$20.5M | |
| 2 | +$13.4M | |
| 3 | +$12.7M | |
| 4 |
Nutrien
NTR
|
+$11.8M |
| 5 |
Affiliated Managers Group
AMG
|
+$10.5M |
Sector Composition
| 1 | Technology | 16.83% |
| 2 | Industrials | 12.05% |
| 3 | Energy | 9.88% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Healthcare | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walmart Inc
WMT
$925B
| $210K | 0.04% |
+1,691
|
|
||
77
Rithm Capital
RITM
$5.11B
| $123K | 0.02% |
12,942
|
|
||
78
Tesla
TSLA
$1.61T
| – | – |
-476
|
|
||
79
Wheaton Precious Metals
WPM
$57.1B
| – | – |
-2,000
|
|
||
80
Adobe
ADBE
$103B
| – | – |
-38,272
|
|
||
81
BP
BP
$113B
| – | – |
-8,872
|
|