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
$319M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$5.91M
3
+$4.29M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.92M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.3M

Top Sells

1
+$8.07M
2
+$4.62M
3
+$3.77M
4
INTC icon
Intel
INTC
+$2.32M
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Industrials 4.33%
2 Technology 4.25%
3 Communication Services 3.47%
4 Consumer Staples 3.29%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.88%
10,322
+1,827
27
$2.77M 0.87%
25,887
+5,023
28
$2.77M 0.87%
15,284
+2,885
29
$2.76M 0.87%
17,498
+89
30
$2.68M 0.84%
18,678
+401
31
$2.62M 0.82%
23,849
+627
32
$2.56M 0.8%
11,710
+391
33
$2.34M 0.73%
6,660
+203
34
$2.31M 0.73%
49,654
+2,367
35
$2.16M 0.68%
44,994
+2,367
36
$2.09M 0.66%
21,695
+917
37
$1.97M 0.62%
18,018
+2,857
38
$1.89M 0.59%
15,989
39
$1.89M 0.59%
6,915
+330
40
$1.88M 0.59%
45,961
+12,399
41
$1.86M 0.58%
19,956
+572
42
$1.66M 0.52%
9,835
-171
43
$1.64M 0.51%
30,314
44
$1.63M 0.51%
38,490
+8,401
45
$1.63M 0.51%
13,589
-288
46
$1.61M 0.51%
34,592
+1,474
47
$1.57M 0.49%
26,799
+903
48
$1.46M 0.46%
8,028
-179
49
$1.44M 0.45%
6,723
+405
50
$1.41M 0.44%
23,020
+1,393
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