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
51
$1.51M 0.79%
+17,423
52
$1.5M 0.79%
+27,477
53
$1.48M 0.77%
+10,039
54
$1.45M 0.75%
+30,657
55
$1.43M 0.75%
+15,851
56
$1.39M 0.73%
+37,408
57
$1.37M 0.71%
+18,816
58
$1.03M 0.54%
+24,455
59
$986K 0.51%
+51,057
60
$978K 0.51%
+5,490
61
$937K 0.49%
+18,090
62
$783K 0.41%
+6,833
63
$725K 0.38%
+5,675
64
$654K 0.34%
+9,414
65
$480K 0.25%
+12,113
66
$454K 0.24%
+9,055
67
$347K 0.18%
+1,077
68
$340K 0.18%
+2,942
69
$316K 0.17%
+4,522
70
$308K 0.16%
+4,815
71
$274K 0.14%
+9,911
72
$245K 0.13%
+3,830
73
$231K 0.12%
+5,820
74
$225K 0.12%
+13,138
75
$203K 0.11%
+3,985
1 2
3
4