GIA

Goodwin Investment Advisory Portfolio holdings

AUM $93.3M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.1M
3
+$939K
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$788K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$417K

Top Sells

1
+$484K
2
+$301K
3
+$287K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$260K
5
HD icon
Home Depot
HD
+$233K

Sector Composition

1 Financials 1.49%
2 Technology 0.5%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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