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
$256M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Sector Composition

1 Financials 21.65%
2 Technology 13.47%
3 Industrials 11.45%
4 Healthcare 8.49%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,838
77
-5,337
78
-22,200
79
-1,112
80
-7,640
81
-209,529
82
-2,997
83
-27,498
84
-3,500
85
-27,690
86
-502,538
87
-25,410