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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
$464M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.35M
3
+$3.63M
4
RTX icon
RTX Corp
RTX
+$3.24M
5
AVGO icon
Broadcom
AVGO
+$3.21M

Top Sells

1
+$2.81M
2
+$1.77M
3
+$1.6M
4
PSA icon
Public Storage
PSA
+$1.37M
5
LULU icon
lululemon athletica
LULU
+$1.27M

Sector Composition

1 Technology 25.28%
2 Financials 11.35%
3 Industrials 10.2%
4 Consumer Discretionary 8.32%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-15
377
– –
-6
378
– –
-83
379
– –
-14
380
– –
-44
381
– –
-100
382
– –
-24
383
– –
-12,499
384
– –
-1,576
12 13 14 15
16