LTI

Laffer Tengler Investments Portfolio holdings

AUM $561M
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 5.4%
3 Financials 5.37%
4 Healthcare 5.09%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.3K 0.01%
670
227
$25.1K 0.01%
150
228
$22.4K 0.01%
335
229
$12.2K 0.01%
+672
230
$6.82K ﹤0.01%
166
231
$4.18K ﹤0.01%
117
232
$1.45K ﹤0.01%
20
233
$1.26K ﹤0.01%
184
234
$1.01K ﹤0.01%
40
235
-409
236
-100
237
-197
238
-263
239
-200
240
-500
241
-300
242
-200
243
-250
244
-36
245
-200
246
-60
247
-449
248
-200
249
-16,000
250
-3,480