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
$325M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.18M
3
+$7.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.11M
5
IXG icon
iShares Global Financials ETF
IXG
+$2.48M

Top Sells

1
+$13.1M
2
+$3.24M
3
+$3.05M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.93M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.34M

Sector Composition

1 Technology 4.43%
2 Industrials 4.12%
3 Financials 3.08%
4 Consumer Discretionary 3.07%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.08%
10,070
+294
27
$3.09M 0.95%
13,227
+153
28
$3.01M 0.93%
57,589
-7,329
29
$2.48M 0.76%
+32,002
30
$2.47M 0.76%
33,542
-39,800
31
$2.44M 0.75%
14,042
-4,923
32
$2.4M 0.74%
28,960
-1,160
33
$2.35M 0.72%
45,783
+330
34
$2.17M 0.67%
5,412
+502
35
$2.09M 0.64%
11,901
-167
36
$2.09M 0.64%
19,004
+1,775
37
$2.04M 0.63%
14,182
-504
38
$2.03M 0.63%
15,589
-1,108
39
$2.02M 0.62%
26,963
-7,956
40
$1.98M 0.61%
17,711
-1,193
41
$1.94M 0.6%
6,339
-1,707
42
$1.86M 0.57%
16,081
-394
43
$1.86M 0.57%
1,244
-167
44
$1.85M 0.57%
16,058
+69
45
$1.85M 0.57%
38,834
-10,195
46
$1.78M 0.55%
16,589
-440
47
$1.75M 0.54%
37,931
-30,627
48
$1.73M 0.53%
8,296
-487
49
$1.69M 0.52%
36,024
-7,257
50
$1.69M 0.52%
11,400
-455
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