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
51
$1.16M 0.58%
15,803
-1,620
52
$1.15M 0.58%
12,369
-2,847
53
$1.12M 0.56%
11,998
-1,171
54
$1.12M 0.56%
14,327
-1,524
55
$1.12M 0.56%
32,655
-3,987
56
$1.08M 0.54%
34,862
-2,546
57
$1.08M 0.54%
9,269
-770
58
$1.07M 0.54%
48,584
-4,527
59
$989K 0.5%
29,365
-3,030
60
$933K 0.47%
16,315
-2,501
61
$787K 0.4%
15,091
-1,529
62
$770K 0.39%
15,508
-1,101
63
$765K 0.39%
50,994
-63
64
$759K 0.38%
20,164
+2,758
65
$552K 0.28%
16,951
-7,504
66
$501K 0.25%
4,076
-1,599
67
$370K 0.19%
3,204
+2,869
68
$328K 0.17%
10,946
+7,106
69
$327K 0.16%
6,710
+2,725
70
$279K 0.14%
6,289
-11,801
71
$230K 0.12%
6,075
+255
72
$216K 0.11%
4,762
+2,544
73
$116K 0.06%
437
+361
74
$99K 0.05%
750
-4,740
75
$92K 0.05%
1,466
1 2
3
4 5