HIM
HawsGoodwin Investment Management Portfolio holdings
AUM
$343M
This Quarter Return
+5.79%
1 Year Return
+14.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
(+3.9%)
Cap. Flow
-$1.73M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
46.5%
Holding
114
New
9
Increased
17
Reduced
57
Closed
5
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$15.7M |
| 2 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$8.18M |
| 3 |
iShares US Energy ETF
IYE
|
$7.34M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.11M |
| 5 |
iShares Global Financials ETF
IXG
|
$2.48M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$13.1M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$3.24M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.05M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.93M |
| 5 |
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% |
