We are live on ! Find out more
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
276
– –
-30,418
277
– –
-7,666
278
– –
-29,996
279
– –
-3,380
280
– –
-1,271
281
– –
-1,417
282
– –
-7,539
283
– –
-2,277
284
– –
-5,499
285
– –
-590
286
– –
-2,128
287
– –
-928
288
– –
-769
289
– –
-2,054
290
– –
-9,838
291
– –
-205
292
– –
-5,983
293
– –
-2,232
294
– –
-2,459
295
– –
-287
296
– –
-98
297
– –
-7,206
298
– –
-1,483
299
– –
-7
300
– –
-19,930
10 11
12
13 14