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
76
$167K 0.09%
+10,000
77
$146K 0.08%
+2,218
78
$140K 0.07%
+3,840
79
$116K 0.06%
+1,466
80
$116K 0.06%
+1,251
81
$115K 0.06%
+696
82
$102K 0.05%
+1,750
83
$99K 0.05%
+1,126
84
$50K 0.03%
+990
85
$47K 0.02%
+785
86
$38K 0.02%
+335
87
$25K 0.01%
+76
88
$21K 0.01%
+430
89
$20K 0.01%
+145
90
$13K 0.01%
+298
91
$13K 0.01%
+74
92
$11K 0.01%
+423
93
$9K ﹤0.01%
+245
94
$6K ﹤0.01%
+12,700
95
$5K ﹤0.01%
+45
96
$4K ﹤0.01%
+109
97
$4K ﹤0.01%
+154
98
$2K ﹤0.01%
+11
1 2 3
4