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
$368M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$494K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$270K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$269K

Top Sells

1
+$265K
2
+$202K
3
+$202K
4
AAPL icon
Apple
AAPL
+$131K
5
MHK icon
Mohawk Industries
MHK
+$65.6K

Sector Composition

1 Financials 37.02%
2 Technology 18.57%
3 Consumer Discretionary 11.8%
4 Communication Services 8.03%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,692
127
– –
-3,237
2 3 4 5
6