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
$701B
AUM Growth
+$700B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$15.4M
2
+$15.1M
3
+$14.1M
4
MSFT icon
Microsoft
MSFT
+$14M
5
OKE icon
Oneok
OKE
+$13.7M

Sector Composition

1 Technology 10.61%
2 Financials 10.32%
3 Consumer Staples 9.55%
4 Industrials 8.17%
5 Real Estate 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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