GIA

Goodwin Investment Advisory Portfolio holdings

AUM $86.6M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.22M
3
+$1.79M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.52M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$737K

Top Sells

1
+$2.77M
2
+$1.89M
3
+$1.8M
4
AORT icon
Artivion
AORT
+$579K
5
AAPL icon
Apple
AAPL
+$437K

Sector Composition

1 Consumer Discretionary 0.86%
2 Industrials 0.67%
3 Financials 0.65%
4 Technology 0.39%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
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