LAIC

Lederer & Associates Investment Counsel Portfolio holdings

AUM $154M
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$1.67M
3 +$1.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$371K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$294K

Top Sells

1 +$494K
2 +$413K
3 +$386K
4
PG icon
Procter & Gamble
PG
+$315K
5
CB icon
Chubb
CB
+$281K

Sector Composition

1 Technology 22.56%
2 Financials 13.62%
3 Healthcare 13.61%
4 Communication Services 10.42%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.16K ﹤0.01%
+25
152
$1.04K ﹤0.01%
+41
153
$699 ﹤0.01%
+91