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
$221M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$2.99M
3 +$2.55M
4
KR icon
Kroger
KR
+$881K
5
KIM icon
Kimco Realty
KIM
+$499K

Top Sells

1 +$4.55M
2 +$3.55M
3 +$2.98M
4
QLYS icon
Qualys
QLYS
+$1.1M
5
AMZN icon
Amazon
AMZN
+$724K

Sector Composition

1 Consumer Discretionary 14.93%
2 Technology 14.12%
3 Industrials 12.81%
4 Energy 11.68%
5 Healthcare 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$2K ﹤0.01%
+46
152
$2K ﹤0.01%
+450
153
$1K ﹤0.01%
+100
154
$1K ﹤0.01%
+130
155
$1K ﹤0.01%
+6
156
$1K ﹤0.01%
+10
157
$0 ﹤0.01%
+3