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
$526M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$7.81M
2 +$1.17M
3 +$356K
4
MMM icon
3M
MMM
+$343K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$289K

Sector Composition

1 Financials 23.35%
2 Technology 15.41%
3 Healthcare 6.12%
4 Consumer Staples 5.89%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$166K 0.03%
13,460