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GIA
Goodwin Investment Advisory Portfolio holdings
AUM
$84M
1-Year Est. Return
19.62%
This Fund
S&P 500
1 Year Est. Return
+19.62%
AUM
$146M
AUM Growth
+$12.2M
(+9.1%)
Holding
268
Top Buys
| 1 | +$7.32M | |
| 2 | +$4.7M | |
| 3 | +$3.73M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.23M |
| 5 |
VanEck Intermediate Muni ETF
ITM
|
+$2.6M |
Top Sells
| 1 | +$5.07M | |
| 2 | +$2.42M | |
| 3 | +$1.87M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$797K |
| 5 |
Vanguard Energy ETF
VDE
|
+$561K |
Sector Composition
| 1 | Technology | 0.71% |
| 2 | Consumer Discretionary | 0.58% |
| 3 | Consumer Staples | 0.47% |
| 4 | Financials | 0.42% |
| 5 | Healthcare | 0.34% |