LG

LaFleur & Godfrey Portfolio holdings

AUM $825M
1-Year Est. Return 27.53%
This Quarter Est. Return
1 Year Est. Return
+27.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.64M
3
+$1.28M
4
UNH icon
UnitedHealth
UNH
+$834K
5
ABT icon
Abbott
ABT
+$832K

Top Sells

1
+$4.72M
2
+$3.88M
3
+$3.74M
4
PLTR icon
Palantir
PLTR
+$3.28M
5
JPM icon
JPMorgan Chase
JPM
+$3.21M

Sector Composition

1 Healthcare 25.5%
2 Technology 24.64%
3 Industrials 15.6%
4 Financials 8.58%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.56%
85,653
-11,124
52
$3.76M 0.56%
17,665
+95
53
$3.66M 0.54%
14,636
-966
54
$3.46M 0.51%
67,827
-2,268
55
$3.41M 0.5%
59,048
+1,200
56
$3.31M 0.49%
7,875
+287
57
$3.31M 0.49%
14,504
-1,857
58
$3.19M 0.47%
19,944
-2,160
59
$3.19M 0.47%
11,207
-131
60
$3.17M 0.47%
13,074
-4,935
61
$3.12M 0.46%
15,107
-1,755
62
$3.08M 0.46%
56,041
-1,820
63
$2.79M 0.41%
51,490
+9,436
64
$2.44M 0.36%
16,143
+3,720
65
$2.37M 0.35%
8,849
-1,946
66
$2.16M 0.32%
4,357
+1,685
67
$1.74M 0.26%
5,064
-690
68
$1.73M 0.26%
13,506
-1,575
69
$1.7M 0.25%
40,566
+4,760
70
$1.5M 0.22%
2,867
-820
71
$1.48M 0.22%
8,767
-2,505
72
$1.39M 0.21%
1,663
-280
73
$1.38M 0.2%
35,858
-1,319
74
$1.31M 0.19%
10,111
+1,664
75
$1.3M 0.19%
3,738
+1,365
1 2
3
4 5