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
101
– –
-4,815
102
– –
-13,138
103
– –
-4,522
104
– –
-10,000
1 2 3 4
5