HIM

HawsGoodwin Investment Management Portfolio holdings

AUM $343M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$9.35M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.05M
5
GLD icon
SPDR Gold Trust
GLD
+$6.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.82%
2 Industrials 6.32%
3 Financials 6.11%
4 Consumer Discretionary 5.61%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.17%
+27,688
27
$2.17M 1.13%
+10,569
28
$2.17M 1.13%
+14,986
29
$2.15M 1.12%
+24,473
30
$2.11M 1.1%
+19,606
31
$2.1M 1.1%
+18,657
32
$2.05M 1.07%
+14,432
33
$1.95M 1.02%
+30,630
34
$1.92M 1%
+42,457
35
$1.83M 0.96%
+17,406
36
$1.77M 0.92%
+18,685
37
$1.76M 0.92%
+32,584
38
$1.75M 0.91%
+20,151
39
$1.73M 0.91%
+15,216
40
$1.73M 0.9%
+12,548
41
$1.63M 0.85%
+32,395
42
$1.61M 0.84%
+29,182
43
$1.6M 0.84%
+38,975
44
$1.6M 0.84%
+8,102
45
$1.57M 0.82%
+16,609
46
$1.57M 0.82%
+53,111
47
$1.56M 0.81%
+16,620
48
$1.56M 0.81%
+36,642
49
$1.54M 0.81%
+13,169
50
$1.52M 0.79%
+11,231
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