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LTI

Laffer Tengler Investments Portfolio holdings

AUM $677M
1-Year Est. Return 27.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4M
3
+$3.15M
4
MCD icon
McDonald's
MCD
+$2.65M
5
SBUX icon
Starbucks
SBUX
+$2.62M

Top Sells

1
+$3.6M
2
+$2.83M
3
+$2.47M
4
FTNT icon
Fortinet
FTNT
+$2.17M
5
IPG
Interpublic Group of Companies
IPG
+$1.99M

Sector Composition

1 Technology 18.97%
2 Industrials 8.58%
3 Consumer Discretionary 8.17%
4 Financials 7.65%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.12K ﹤0.01%
40
-5,495
252
$18 ﹤0.01%
749
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