LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
1-Year Return
24.77%
This Quarter Return
+4.57%
1 Year Return
+24.77%
3 Year Return
+69.36%
5 Year Return
+104.22%
10 Year Return
+192.96%
AUM
$377M
AUM Growth
+$7.78M
(+2.1%)
Cap. Flow
-$8.86M
Cap. Flow
% of AUM
-2.35%
Top 10 Holdings %
Top 10 Hldgs %
19.14%
Holding
422
New
22
Increased
133
Reduced
140
Closed
37
Top Buys
| 1 |
NXP Semiconductors
NXPI
|
$4.38M |
| 2 |
Carrier Global
CARR
|
$2.44M |
| 3 |
Starbucks
SBUX
|
$2.34M |
| 4 |
Tesla
TSLA
|
$1.28M |
| 5 |
Honeywell
HON
|
$1.28M |
Top Sells
Sector Composition
| 1 | Technology | 19.03% |
| 2 | Industrials | 8.61% |
| 3 | Financials | 8.33% |
| 4 | Consumer Discretionary | 8.17% |
| 5 | Healthcare | 6.27% |
