HIM
HawsGoodwin Investment Management Portfolio holdings
AUM
$343M
This Quarter Return
+5.85%
1 Year Return
+14.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.17%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$15.6M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$15.2M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$9.35M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$8.06M |
| 5 |
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% |
