LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
-3.58%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$744M
AUM Growth
-$35.5M
(-4.6%)
Cap. Flow
+$1.86M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
37.02%
Holding
137
New
10
Increased
51
Reduced
49
Closed
5
Top Buys
| 1 |
Intel
INTC
|
$3.42M |
| 2 |
Marvell Technology
MRVL
|
$2.63M |
| 3 |
Zscaler
ZS
|
$2.62M |
| 4 |
Walt Disney
DIS
|
$2.35M |
| 5 |
Micron Technology
MU
|
$2.27M |
Top Sells
| 1 |
Teladoc Health
TDOC
|
$4.56M |
| 2 |
Johnson & Johnson
JNJ
|
$2.55M |
| 3 |
Verizon
VZ
|
$2.12M |
| 4 |
Goldman Sachs
GS
|
$1.73M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.6M |
Sector Composition
| 1 | Technology | 28.11% |
| 2 | Healthcare | 26.91% |
| 3 | Industrials | 10.03% |
| 4 | Consumer Staples | 7.64% |
| 5 | Financials | 7.53% |
