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LG

Laidlaw Group Portfolio holdings

AUM $210M
1-Year Est. Return 6.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$316K
3
+$200K
4
ANIK icon
Anika Therapeutics
ANIK
+$197K
5
AVGO icon
Broadcom
AVGO
+$168K

Top Sells

1
+$3.62M
2
+$336K
3
+$202K
4
UG icon
United-Guardian
UG
+$201K
5
EW icon
Edwards Lifesciences
EW
+$136K

Sector Composition

1 Technology 15.19%
2 Industrials 11.55%
3 Financials 8.4%
4 Healthcare 7.59%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.28%
5,800
52
$573K 0.27%
26,200
53
$496K 0.24%
8,900
54
$487K 0.23%
9,482
-250
55
$482K 0.23%
10,033
56
$478K 0.23%
4,012
57
$476K 0.23%
3,930
-188
58
$421K 0.2%
29,110
59
$415K 0.2%
7,600
60
$372K 0.18%
4,883
-284
61
$349K 0.17%
3,685
-100
62
$339K 0.16%
+8,014
63
$333K 0.16%
2,170
+495
64
$324K 0.15%
5,982
+629
65
$305K 0.15%
42,513
+150
66
$296K 0.14%
12,029
67
$277K 0.13%
6,850
+215
68
$273K 0.13%
15,242
69
$265K 0.13%
4,300
70
$264K 0.13%
775
-12
71
$251K 0.12%
5,500
72
$241K 0.11%
10,278
73
$238K 0.11%
2,300
74
$236K 0.11%
9,292
+117
75
$233K 0.11%
5,355
1 2
3
4