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
$605M
AUM Growth
-$531B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.75M
3
+$9.28M
4
BLK icon
Blackrock
BLK
+$9.2M
5
OKE icon
Oneok
OKE
+$9.15M

Top Sells

1
+$2.5B
2
+$2.04B
3
+$1.31B
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$46.7M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$13.1M

Sector Composition

1 Financials 10.85%
2 Energy 10.15%
3 Consumer Staples 9.99%
4 Technology 8.3%
5 Real Estate 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.8K 0.01%
+1,632
177
$45K 0.01%
+2,181
178
$44.5K 0.01%
+1,925
179
$23.9K ﹤0.01%
+235
180
$20.2K ﹤0.01%
+200
181
$10 ﹤0.01%
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