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
$610M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$2.11M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.27M
5
APD icon
Air Products & Chemicals
APD
+$1.13M

Top Sells

1
+$5.34M
2
+$3.15M
3
+$3.01M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.3M

Sector Composition

1 Healthcare 28.23%
2 Technology 22.28%
3 Industrials 13.02%
4 Financials 7.45%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70K 0.01%
11,000
127
– –
-968
128
– –
-2,242
2 3 4 5
6