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
51
$1.41M 0.44%
11,752
+2,761
52
$1.39M 0.44%
10,290
+547
53
$1.37M 0.43%
14,948
+552
54
$1.33M 0.42%
11,286
+570
55
$1.29M 0.41%
23,588
+964
56
$1.26M 0.39%
16,113
+489
57
$1.22M 0.38%
23,736
+1,429
58
$1.21M 0.38%
32,930
-1,302
59
$1.2M 0.38%
55,372
+6,734
60
$1.2M 0.38%
32,012
+3,054
61
$1.2M 0.38%
15,379
+1,428
62
$1.16M 0.36%
+8,251
63
$1.14M 0.36%
21,906
+3,136
64
$1.13M 0.35%
22,696
-46,463
65
$1.02M 0.32%
14,177
+1,701
66
$954K 0.3%
+3,042
67
$948K 0.3%
15,335
68
$851K 0.27%
+7,075
69
$788K 0.25%
7,090
70
$764K 0.24%
+10,160
71
$725K 0.23%
+11,188
72
$482K 0.15%
22,563
73
$431K 0.14%
+1,602
74
$343K 0.11%
+3,200
75
$326K 0.1%
2,813
+1,631
1 2
3
4 5