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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
$377M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$2.45M
3 +$2.16M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 19.03%
2 Industrials 8.61%
3 Financials 8.33%
4 Consumer Discretionary 8.17%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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