LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
-3.89%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$625M
AUM Growth
+$625M
(-6.4%)
Cap. Flow
-$5.71M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
38.27%
Holding
136
New
7
Increased
38
Reduced
66
Closed
10
Top Buys
| 1 |
Valmont Industries
VMI
|
$3.84M |
| 2 |
IBM
IBM
|
$1.71M |
| 3 |
Marvell Technology
MRVL
|
$1.01M |
| 4 |
Johnson & Johnson
JNJ
|
$870K |
| 5 |
Danaher
DHR
|
$446K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$3.71M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.35M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.49M |
| 4 |
ResMed
RMD
|
$1.55M |
| 5 |
Micron Technology
MU
|
$936K |
Sector Composition
| 1 | Healthcare | 26.31% |
| 2 | Technology | 24.66% |
| 3 | Industrials | 13.72% |
| 4 | Financials | 7.65% |
| 5 | Consumer Staples | 6.52% |
