LG
LaFleur & Godfrey Portfolio holdings
AUM
$801M
This Quarter Return
+7.78%
1 Year Return
+27.15%
3 Year Return
+81.93%
5 Year Return
+130.93%
10 Year Return
+302.44%
AUM
$725M
AUM Growth
+$725M
(+6.4%)
Cap. Flow
-$1.9M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
37.65%
Holding
148
New
12
Increased
33
Reduced
74
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$11.4M |
| 2 |
Generac Holdings
GNRC
|
$2.98M |
| 3 |
Amazon
AMZN
|
$2.53M |
| 4 |
Blackstone Secured Lending
BXSL
|
$2.34M |
| 5 |
Micron Technology
MU
|
$2.01M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
$4.86M |
| 2 |
IBM
IBM
|
$2.83M |
| 3 |
Schlumberger
SLB
|
$2.7M |
| 4 |
JPMorgan Chase
JPM
|
$1.75M |
| 5 |
Ecolab
ECL
|
$1.63M |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Healthcare | 24.89% |
| 3 | Industrials | 16.06% |
| 4 | Financials | 8.22% |
| 5 | Consumer Staples | 6.59% |
