MGIA
Matthew Goff Investment Advisor Portfolio holdings
AUM
$541M
This Quarter Return
-0.44%
1 Year Return
+18.83%
3 Year Return
+60.67%
5 Year Return
+92.56%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+2.6%)
Cap. Flow
+$7.56M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
44.77%
Holding
76
New
2
Increased
30
Reduced
18
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 17.11% |
| 2 | Technology | 15.48% |
| 3 | Healthcare | 10.07% |
| 4 | Industrials | 5.91% |
| 5 | Consumer Staples | 5.65% |