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
251
-3,573
252
-11