LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
-13.05%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$632M
AUM Growth
+$632M
(-15%)
Cap. Flow
-$4.85M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
37.16%
Holding
136
New
4
Increased
38
Reduced
62
Closed
11
Top Buys
| 1 |
Generac Holdings
GNRC
|
$4M |
| 2 |
Watsco
WSO
|
$3.68M |
| 3 |
Goldman Sachs
GS
|
$3.28M |
| 4 |
Idexx Laboratories
IDXX
|
$3.18M |
| 5 |
JPMorgan Chase
JPM
|
$2.82M |
Top Sells
| 1 |
First Solar
FSLR
|
$6.03M |
| 2 |
Bristol-Myers Squibb
BMY
|
$4.62M |
| 3 |
Nutanix
NTNX
|
$4.08M |
| 4 |
Walt Disney
DIS
|
$4.04M |
| 5 |
AbbVie
ABBV
|
$3.48M |
Sector Composition
| 1 | Healthcare | 28.31% |
| 2 | Technology | 23.98% |
| 3 | Industrials | 11.07% |
| 4 | Consumer Staples | 8.52% |
| 5 | Financials | 8.47% |
