LTI
Laffer Tengler Investments Portfolio holdings
AUM
$658M
1-Year Est. Return
25.09%
This Fund
S&P 500
1 Year Est. Return
+25.09%
AUM
$237M
AUM Growth
+$37.1M
(+19%)
Holding
321
Top Buys
| 1 | +$2.67M | |
| 2 | +$1.12M | |
| 3 | +$926K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$669K |
| 5 |
BSX.PRA
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
|
+$664K |
Top Sells
| 1 | +$779K | |
| 2 | +$443K | |
| 3 | +$234K | |
| 4 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$229K |
| 5 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$223K |
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Consumer Discretionary | 5.4% |
| 3 | Financials | 5.37% |
| 4 | Healthcare | 5.09% |
| 5 | Industrials | 4.35% |