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
76
$290K 0.09%
7,987
-199
77
$264K 0.08%
1,620
78
$232K 0.07%
1,102
+102
79
$216K 0.07%
+7,170
80
$214K 0.07%
+7,250
81
$212K 0.07%
+1,000
82
$211K 0.07%
4,710
-347
83
$171K 0.05%
+10,580
84
$162K 0.05%
+3,840
85
$77K 0.02%
1,675
86
$53K 0.02%
614
87
$44K 0.01%
118
-252
88
$41K 0.01%
+1,126
89
$37K 0.01%
682
90
$29K 0.01%
149
-34
91
$25K 0.01%
398
-3,757
92
$23K 0.01%
294
-2,040
93
$22K 0.01%
+675
94
$22K 0.01%
12,700
95
$20K 0.01%
145
96
$19K 0.01%
+151
97
$18K 0.01%
74
98
$17K 0.01%
+61
99
$15K ﹤0.01%
177
-677
100
$11K ﹤0.01%
55
1 2 3
4
5