MGIA
Matthew Goff Investment Advisor Portfolio holdings
AUM
$541M
This Quarter Return
+3.33%
1 Year Return
+18.83%
3 Year Return
+60.67%
5 Year Return
+92.56%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+109%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
49.89%
Top 10 Holdings %
Top 10 Hldgs %
44.56%
Holding
70
New
33
Increased
23
Reduced
6
Closed
–
Top Buys
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$163K |
| 2 |
Pfizer
PFE
|
$32.6K |
| 3 |
Cisco
CSCO
|
$29.7K |
| 4 |
Intel
INTC
|
$17K |
| 5 |
Marsh & McLennan
MMC
|
$13K |
Sector Composition
| 1 | Financials | 15.55% |
| 2 | Technology | 13.35% |
| 3 | Healthcare | 10.25% |
| 4 | Consumer Staples | 5.78% |
| 5 | Industrials | 5.02% |
