LI

Lafayette Investments Portfolio holdings

AUM $522M
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1M
3
+$668K
4
LOW icon
Lowe's Companies
LOW
+$223K
5
AAPL icon
Apple
AAPL
+$208K

Top Sells

1
+$2.04M
2
+$1.52M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$870K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$529K

Sector Composition

1 Financials 42.2%
2 Healthcare 11.61%
3 Technology 9.98%
4 Consumer Staples 8.97%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 1.58%
96,322
-1,081
27
$3.9M 1.39%
47,784
-4,940
28
$3.85M 1.38%
35,834
-14,159
29
$3.84M 1.37%
98,474
+15
30
$3.27M 1.17%
64,238
+4
31
$2.27M 0.81%
3,226
-1
32
$2.21M 0.79%
15,148
33
$2.12M 0.76%
71,747
-879
34
$1.84M 0.66%
34,500
+18,785
35
$1.84M 0.66%
48,175
+1,390
36
$1.68M 0.6%
35,350
-164
37
$1.64M 0.59%
2,940
-51
38
$1.36M 0.49%
73,144
39
$1.31M 0.47%
29,452
40
$1.19M 0.42%
34,435
+250
41
$846K 0.3%
7,915
+40
42
$668K 0.24%
+3,961
43
$659K 0.24%
19,184
-1,428
44
$581K 0.21%
1,096
+10
45
$573K 0.21%
12,403
+4,453
46
$447K 0.16%
4,624
47
$432K 0.15%
2,642
48
$427K 0.15%
6,400
49
$413K 0.15%
14,068
-146
50
$411K 0.15%
20,100
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