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
101
$7K ﹤0.01%
+52
102
$2K ﹤0.01%
66
-88
103
$2K ﹤0.01%
11
-1
104
-97,164
105
$0 ﹤0.01%
1
106
$0 ﹤0.01%
3
-1
107
-92,634
108
$0 ﹤0.01%
1
109
$0 ﹤0.01%
1
110
0
111
$0 ﹤0.01%
6