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
$538M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Financials 24.15%
2 Technology 14.71%
3 Healthcare 5.2%
4 Consumer Staples 5.19%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.04%
3,084
-126
102
$155K 0.03%
13,460
103
-304,812