LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
1-Year Est. Return
24.77%
1 Year Est. Return
+24.77%
AUM
$561M
AUM Growth
+$91.5M
(+19%)
Holding
175
Top Buys
| 1 | +$11M | |
| 2 | +$8.05M | |
| 3 | +$4.81M | |
| 4 |
TJX Companies
TJX
|
+$4.49M |
| 5 |
Eaton
ETN
|
+$4.46M |
Top Sells
| 1 | +$5.15M | |
| 2 | +$4.02M | |
| 3 | +$3.53M | |
| 4 |
Steel Dynamics
STLD
|
+$2.55M |
| 5 |
McDonald's
MCD
|
+$2.19M |
Sector Composition
| 1 | Technology | 27.61% |
| 2 | Financials | 13.25% |
| 3 | Industrials | 9.41% |
| 4 | Consumer Discretionary | 9.11% |
| 5 | Healthcare | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Public Storage
PSA
$54B
| $236K | 0.04% |
+804
|
|
||
127
UnitedHealth
UNH
$323B
| $231K | 0.04% |
742
+237
|
|
||
128
AT&T
T
$188B
| $228K | 0.04% |
+7,888
|
|
||
129
Vanguard Information Technology ETF
VGT
$109B
| $226K | 0.04% |
+340
|
|
||
130
Berkshire Hathaway Class B
BRK.B
$1.06T
| $222K | 0.04% |
457
-164
|
|
||
131
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
| $218K | 0.04% |
+3,646
|
|
||
132
Global X MSCI Argentina ETF
ARGT
$666M
| $218K | 0.04% |
+2,571
|
|
||
133
Philip Morris
PM
$246B
| $211K | 0.04% |
+1,156
|
|
||
134
Colgate-Palmolive
CL
$63.9B
| $203K | 0.04% |
2,237
|
|
||
135
Vale
VALE
$47.4B
| $146K | 0.03% |
+15,000
|
|
||
136
Equinix
EQIX
$79.7B
| – | – |
-2,379
|
|
||
137
Freeport-McMoran
FCX
$59.1B
| – | – |
-5,505
|
|
||
138
iShares Core S&P 500 ETF
IVV
$660B
| – | – |
-364
|
|
||
139
NXP Semiconductors
NXPI
$54B
| – | – |
-27,122
|
|
||
140
Pan American Silver
PAAS
$16.2B
| – | – |
-8,970
|
|
||
141
GraniteShares Platinum Shares
PLTM
$114M
| – | – |
-13,255
|
|
||
142
Wheaton Precious Metals
WPM
$47.5B
| – | – |
-3,073
|
|