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
$134M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.73M
3
+$3.56M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.71M

Top Sells

1
+$3.83M
2
+$2.89M
3
+$1.5M
4
IYF icon
iShares US Financials ETF
IYF
+$576K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$271K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.63%
3 Industrials 0.34%
4 Healthcare 0.27%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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