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
$361M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.4M
3 +$1.4M
4
ABBV icon
AbbVie
ABBV
+$1.3M
5
COP icon
ConocoPhillips
COP
+$675K

Top Sells

1 +$4.02M
2 +$3.1M
3 +$2.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.13M
5
PG icon
Procter & Gamble
PG
+$811K

Sector Composition

1 Healthcare 18.19%
2 Industrials 18.19%
3 Technology 16.22%
4 Financials 11.75%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-82,685