LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
1-Year Return
24.77%
This Quarter Return
-0.4%
1 Year Return
+24.77%
3 Year Return
+69.36%
5 Year Return
+104.22%
10 Year Return
+192.96%
AUM
$402M
AUM Growth
+$2.58M
(+0.65%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
14.53%
Holding
269
New
59
Increased
82
Reduced
45
Closed
74
Top Buys
| 1 |
Wells Fargo
WFC
|
$4.43M |
| 2 |
Citigroup
C
|
$3.96M |
| 3 |
Philip Morris
PM
|
$3.81M |
| 4 |
Merck
MRK
|
$3.76M |
| 5 |
3M
MMM
|
$3.45M |
Top Sells
| 1 |
Home Depot
HD
|
$5.43M |
| 2 |
Intel
INTC
|
$5.06M |
| 3 |
Medtronic
MDT
|
$3.48M |
| 4 |
Broadcom
AVGO
|
$3.47M |
| 5 |
Union Pacific
UNP
|
$3.44M |
Sector Composition
| 1 | Financials | 17.99% |
| 2 | Technology | 10.41% |
| 3 | Industrials | 9.39% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Healthcare | 6.93% |
