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
$255M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.4M
3
+$12M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$7.99M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.69M

Top Sells

1
+$9.11M
2
+$8.48M
3
+$7.79M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$7.49M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.9M

Sector Composition

1 Technology 4.77%
2 Industrials 3.68%
3 Communication Services 3.23%
4 Consumer Staples 3.02%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-857
102
– –
-131,820
103
– –
-10,946
104
– –
-17
1 2 3 4
5