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
76
$90K 0.05%
1,221
+95
77
$80K 0.04%
1,750
78
$80K 0.04%
696
79
$72K 0.04%
857
-2,085
80
$49K 0.02%
990
81
$34K 0.02%
785
82
$16K 0.01%
430
83
$14K 0.01%
475
-38,500
84
$14K 0.01%
145
85
$11K 0.01%
74
86
$10K 0.01%
423
87
$10K 0.01%
298
88
$8K ﹤0.01%
245
89
$4K ﹤0.01%
46
-6,787
90
$3K ﹤0.01%
170
-9,741
91
$3K ﹤0.01%
12,700
92
$2K ﹤0.01%
127
+18
93
$1K ﹤0.01%
17
-1,234
94
$1K ﹤0.01%
11
95
– –
-14,432
96
– –
-154
97
– –
-30,657
98
– –
-12,113
99
– –
-3,830
100
– –
-9,055
1 2 3
4
5