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
1
$21.2M 10.67%
756,279
+153,298
2
$13.3M 6.72%
118,061
+47,344
3
$12.7M 6.42%
255,529
+22,906
4
$7.92M 3.99%
144,230
+69,521
5
$7.9M 3.98%
33,318
+17,399
6
$7.79M 3.93%
96,156
+3,609
7
$6.57M 3.31%
120,463
+31,640
8
$5.9M 2.97%
+102,552
9
$5.36M 2.7%
65,277
+37,589
10
$4.74M 2.39%
32,033
-10,932
11
$4.43M 2.23%
81,965
+336
12
$4.2M 2.12%
+102,757
13
$3.94M 1.99%
72,899
-688
14
$3.84M 1.93%
14,884
+13,807
15
$3.75M 1.89%
131,820
+12,037
16
$3.53M 1.78%
+129,002
17
$3.5M 1.76%
115,080
+22,740
18
$3.37M 1.7%
52,952
-740
19
$3.07M 1.55%
18,592
+7,361
20
$2.79M 1.4%
68,862
-27,961
21
$2.76M 1.39%
25,986
+25,941
22
$2.6M 1.31%
86,178
-68,586
23
$2.39M 1.2%
7,499
+58
24
$2.28M 1.15%
38,760
-130
25
$2.22M 1.12%
13,785
-1,843
1
2 3 4 5