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
$361M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$561K
3 +$430K
4
AOS icon
A.O. Smith
AOS
+$361K
5
B
Barrick Mining
B
+$315K

Top Sells

1 +$1.73M
2 +$657K
3 +$524K
4
JEF icon
Jefferies Financial Group
JEF
+$330K
5
SCHW icon
Charles Schwab
SCHW
+$301K

Sector Composition

1 Financials 34.31%
2 Technology 17.27%
3 Consumer Discretionary 12.27%
4 Industrials 10.21%
5 Consumer Staples 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,126