LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
+0.89%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$362M
AUM Growth
+$362M
(-0.19%)
Cap. Flow
-$84K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
74
New
2
Increased
26
Reduced
37
Closed
2
Top Buys
| 1 |
Generac Holdings
GNRC
|
$8.88M |
| 2 |
Wells Fargo
WFC
|
$6.86M |
| 3 |
Watsco
WSO
|
$4.82M |
| 4 |
US Bancorp
USB
|
$2.31M |
| 5 |
Blackrock
BLK
|
$2.13M |
Top Sells
| 1 |
C.H. Robinson
CHRW
|
$12M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.53M |
| 3 |
Gentex
GNTX
|
$2.56M |
| 4 |
Procter & Gamble
PG
|
$2.49M |
| 5 |
Hologic
HOLX
|
$2.22M |
Sector Composition
| 1 | Industrials | 22.16% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 11.05% |
| 4 | Financials | 9.59% |
| 5 | Energy | 8.5% |
