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
76
$785K 0.24%
6,068
-1,014
77
$721K 0.22%
5,391
-2,949
78
$565K 0.17%
1,602
79
$562K 0.17%
22,308
80
$421K 0.13%
+7,949
81
$365K 0.11%
2,720
-97,385
82
$360K 0.11%
3,200
83
$266K 0.08%
7,250
84
$253K 0.08%
2,805
85
$242K 0.07%
1,000
86
$230K 0.07%
1,591
-4,058
87
$211K 0.07%
10,442
88
$187K 0.06%
+3,840
89
$176K 0.05%
3,503
90
$143K 0.04%
+1,400
91
$90K 0.03%
1,675
92
$45K 0.01%
682
93
$31K 0.01%
268
-11,019
94
$23K 0.01%
+151
95
$23K 0.01%
145
96
$22K 0.01%
96
-17
97
$21K 0.01%
243
-10,385
98
$19K 0.01%
44
99
$13K ﹤0.01%
138
-36
100
$12K ﹤0.01%
184
1 2 3
4
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