LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
This Quarter Return
+0.57%
1 Year Return
+24.77%
3 Year Return
+69.36%
5 Year Return
+104.22%
10 Year Return
+192.96%
AUM
$510M
AUM Growth
–
Cap. Flow
+$510M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
16.53%
Holding
177
New
177
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$9.94M |
| 2 |
NextEra Energy, Inc.
NEE
|
$9.57M |
| 3 |
Johnson & Johnson
JNJ
|
$9.43M |
| 4 |
GE Aerospace
GE
|
$9.14M |
| 5 |
General Mills
GIS
|
$8.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 10.18% |
| 2 | Industrials | 9.1% |
| 3 | Energy | 8.41% |
| 4 | Technology | 8.1% |
| 5 | Financials | 7.9% |
