LTI

Laffer Tengler Investments Portfolio holdings

AUM $631M
1-Year Est. Return 26.75%
This Quarter Est. Return
1 Year Est. Return
+26.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
-$370B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.78M
3
+$5.43M
4
HD icon
Home Depot
HD
+$5.23M
5
V icon
Visa
V
+$5.18M

Top Sells

1
+$2.91B
2
+$2.4B
3
+$2.24B
4
PCP
PRECISION CASTPARTS CORP
PCP
+$2.17B
5
BLK icon
Blackrock
BLK
+$5.11M

Sector Composition

1 Financials 11.05%
2 Consumer Discretionary 9.52%
3 Consumer Staples 8.94%
4 Industrials 8.63%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.55%
+21,244
52
$2.03M 0.55%
+19,393
53
$2.01M 0.54%
+28,694
54
$2M 0.54%
+45,191
55
$1.98M 0.54%
+105,516
56
$1.98M 0.53%
+46,559
57
$1.97M 0.53%
+22,745
58
$1.95M 0.53%
+15,497
59
$1.95M 0.53%
+21,829
60
$1.94M 0.52%
+17,386
61
$1.93M 0.52%
+37,727
62
$1.93M 0.52%
+18,267
63
$1.92M 0.52%
+91,891
64
$1.9M 0.51%
+24,613
65
$1.88M 0.51%
+31,018
66
$1.88M 0.51%
+19,794
67
$1.88M 0.51%
+22,883
68
$1.87M 0.51%
+61,874
69
$1.87M 0.5%
+27,822
70
$1.86M 0.5%
+151,580
71
$1.83M 0.49%
+15,987
72
$1.81M 0.49%
+57,475
73
$1.77M 0.48%
+59,616
74
$1.77M 0.48%
+122,416
75
$1.77M 0.48%
+24,900
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