LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,804
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 4.75%
2 Consumer Staples 4.03%
3 Industrials 3.94%
4 Technology 3.91%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$6K ﹤0.01%
+500
3002
$6K ﹤0.01%
+200
3003
$6K ﹤0.01%
+95
3004
$6K ﹤0.01%
+1,000
3005
$6K ﹤0.01%
+204
3006
$6K ﹤0.01%
+1,650
3007
$6K ﹤0.01%
+557
3008
$6K ﹤0.01%
+2,200
3009
$6K ﹤0.01%
+348
3010
$6K ﹤0.01%
+2,630
3011
$6K ﹤0.01%
+300
3012
$6K ﹤0.01%
+154
3013
$6K ﹤0.01%
+500
3014
$6K ﹤0.01%
+100
3015
$6K ﹤0.01%
+628
3016
$6K ﹤0.01%
+1
3017
$6K ﹤0.01%
+160
3018
$6K ﹤0.01%
+554
3019
$6K ﹤0.01%
+3,000
3020
$5K ﹤0.01%
+212
3021
$5K ﹤0.01%
+800
3022
$5K ﹤0.01%
+500
3023
$5K ﹤0.01%
+1,031
3024
$5K ﹤0.01%
+198
3025
$5K ﹤0.01%
+1,000