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
$585M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.86M
3
+$1.42M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$727K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$669K

Top Sells

1
+$2.02M
2
+$335K
3
+$223K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$220K
5
BK icon
Bank of New York Mellon
BK
+$207K

Sector Composition

1 Financials 25.29%
2 Technology 18.81%
3 Communication Services 7.45%
4 Healthcare 5.53%
5 Consumer Staples 4.64%

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