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
51
$1.62M 0.5%
30,304
52
$1.57M 0.48%
11,788
-6,898
53
$1.51M 0.46%
+11,794
54
$1.5M 0.46%
31,393
-1,256
55
$1.49M 0.46%
6,848
-317
56
$1.38M 0.43%
9,862
-370
57
$1.38M 0.42%
24,634
-224
58
$1.34M 0.41%
13,121
-823
59
$1.3M 0.4%
8,121
-497
60
$1.28M 0.39%
5,537
-204
61
$1.27M 0.39%
12,331
-519
62
$1.19M 0.37%
21,340
-534
63
$1.18M 0.36%
30,141
+239
64
$1.15M 0.35%
18,930
-376
65
$1.11M 0.34%
28,154
-576
66
$1.08M 0.33%
19,976
-871
67
$1.06M 0.33%
3,000
68
$1.01M 0.31%
13,027
-551
69
$992K 0.31%
7,075
70
$986K 0.3%
10,147
-345
71
$967K 0.3%
8,603
-107
72
$927K 0.29%
15,322
73
$922K 0.28%
+5,554
74
$883K 0.27%
12,308
-138
75
$855K 0.26%
15,238
+345
1 2
3
4 5