MGIA

Matthew Goff Investment Advisor Portfolio holdings

AUM $585M
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Financials 17.11%
2 Technology 15.48%
3 Healthcare 10.07%
4 Industrials 5.91%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,105