MGIA
Matthew Goff Investment Advisor Portfolio holdings
AUM
$541M
1-Year Return
18.83%
This Quarter Return
+6.05%
1 Year Return
+18.83%
3 Year Return
+60.67%
5 Year Return
+92.56%
10 Year Return
–
AUM
$355M
AUM Growth
+$18.6M
(+5.5%)
Cap. Flow
+$1.42M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
44.68%
Holding
90
New
6
Increased
14
Reduced
49
Closed
2
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$6.51M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$4.94M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$3.08M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.49M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$2.22M |
Top Sells
Sector Composition
| 1 | Financials | 20.25% |
| 2 | Technology | 16.66% |
| 3 | Industrials | 8.15% |
| 4 | Consumer Staples | 7.03% |
| 5 | Healthcare | 5.48% |
