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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
$285M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.55M
3
+$1.29M
4
AESC
The AES Corporation
AESC
+$1.17M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.14M

Top Sells

1
+$6.55M
2
+$3.99M
3
+$2.58M
4
BLK icon
Blackrock
BLK
+$1.54M
5
INTC icon
Intel
INTC
+$1.43M

Sector Composition

1 Technology 15.01%
2 Healthcare 7.79%
3 Consumer Discretionary 6.15%
4 Industrials 6.11%
5 Financials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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