LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
+12.85%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$801M
AUM Growth
+$801M
(+8.6%)
Cap. Flow
+$5.6M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
36.47%
Holding
150
New
5
Increased
39
Reduced
76
Closed
4
Top Buys
| 1 |
Curtiss-Wright
CW
|
$10.6M |
| 2 |
NextEra Energy, Inc.
NEE
|
$6.08M |
| 3 |
American Express
AXP
|
$5.25M |
| 4 |
Trade Desk
TTD
|
$5.03M |
| 5 |
Amphenol
APH
|
$2.72M |
Top Sells
| 1 |
Generac Holdings
GNRC
|
$5.51M |
| 2 |
Palantir
PLTR
|
$4.65M |
| 3 |
Valmont Industries
VMI
|
$3.91M |
| 4 |
Comerica
CMA
|
$3.11M |
| 5 |
RTX Corp
RTX
|
$2.95M |
Sector Composition
| 1 | Technology | 26.58% |
| 2 | Healthcare | 19.65% |
| 3 | Industrials | 16.53% |
| 4 | Financials | 10.06% |
| 5 | Consumer Staples | 5.71% |
