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
$198M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.35M
3
+$4.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.13M

Top Sells

1
+$2.07M
2
+$2.05M
3
+$1.62M
4
DY icon
Dycom Industries
DY
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

Sector Composition

1 Technology 5.58%
2 Communication Services 4.04%
3 Industrials 4%
4 Financials 3.61%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.03%
8,235
+113
27
$2M 1.01%
26,631
+151
28
$2M 1.01%
42,819
+362
29
$1.93M 0.97%
+35,956
30
$1.9M 0.96%
19,010
-596
31
$1.87M 0.94%
9,995
-884
32
$1.82M 0.92%
90,840
-4,590
33
$1.81M 0.91%
10,878
+309
34
$1.74M 0.88%
18,990
+333
35
$1.74M 0.87%
15,167
-8,597
36
$1.49M 0.75%
+20,923
37
$1.43M 0.72%
11,213
-1,335
38
$1.42M 0.72%
21,655
-2,818
39
$1.42M 0.72%
18,015
-2,136
40
$1.42M 0.71%
16,568
-1,952
41
$1.4M 0.7%
25,778
-4,852
42
$1.37M 0.69%
21,817
-4,700
43
$1.33M 0.67%
+8,031
44
$1.31M 0.66%
16,912
-1,773
45
$1.29M 0.65%
24,212
+14,798
46
$1.29M 0.65%
13,383
-1,603
47
$1.28M 0.64%
35,891
+3,307
48
$1.2M 0.6%
24,811
-2,666
49
$1.19M 0.6%
7,215
-887
50
$1.16M 0.58%
26,228
-2,954
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2
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