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
$249M
AUM Growth
-$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.31%
2 Technology 15.71%
3 Healthcare 9.95%
4 Industrials 7.54%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,686
77
-984,615
78
-10,760
79
-74,617
80
-200,279