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
101
$5K ﹤0.01%
118
102
$4K ﹤0.01%
44
-25
103
$3K ﹤0.01%
65
104
$2K ﹤0.01%
11
105
$1K ﹤0.01%
7
106
– –
-1,520
107
– –
-10,797
108
– –
-607
109
$0 ﹤0.01%
1
110
$0 ﹤0.01%
1
111
$0 ﹤0.01%
1
112
$0 ﹤0.01%
6
113
– –
-45,732
114
– –
-55
1 2 3 4
5