LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
+3.91%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$338M
AUM Growth
+$8.75M
(+2.7%)
Cap. Flow
-$1.33M
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
75
New
4
Increased
25
Reduced
32
Closed
3
Top Buys
| 1 |
Boeing
BA
|
$1.62M |
| 2 |
Merck
MRK
|
$1.33M |
| 3 |
Cisco
CSCO
|
$1.22M |
| 4 |
Walt Disney
DIS
|
$1.22M |
| 5 |
AGN
Allergan plc
AGN
|
$1.01M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$2.09M |
| 2 |
RTN
Raytheon Company
RTN
|
$1.39M |
| 3 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
$1.15M |
| 4 |
Perrigo
PRGO
|
$915K |
| 5 |
VAR
Varian Medical Systems, Inc.
VAR
|
$834K |
Sector Composition
| 1 | Healthcare | 23.7% |
| 2 | Technology | 17.91% |
| 3 | Industrials | 14.43% |
| 4 | Materials | 7.1% |
| 5 | Financials | 6.97% |
