JCG

John C. Goff Portfolio holdings

AUM $70.7M
1-Year Est. Return 4.99%
This Quarter Est. Return
1 Year Est. Return
-4.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.3M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$872K
3 +$65K
4
CNDT icon
Conduent
CNDT
+$60.4K

Top Sells

1 +$298K
2 +$275K
3 +$230K
4
PXD
Pioneer Natural Resource Co.
PXD
+$200K
5
TPL icon
Texas Pacific Land
TPL
+$67K

Sector Composition

1 Energy 78.35%
2 Real Estate 11.5%
3 Industrials 5.18%
4 Communication Services 2.71%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-800