LTI

Laffer Tengler Investments Portfolio holdings

AUM $658M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.03M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$5.72M
5
INDA icon
iShares MSCI India ETF
INDA
+$5.43M

Top Sells

1
+$10.2M
2
+$8.98M
3
+$8.3M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$5.95M
5
EWD icon
iShares MSCI Sweden ETF
EWD
+$5.63M

Sector Composition

1 Energy 11.26%
2 Consumer Staples 10.03%
3 Financials 9.85%
4 Technology 8.46%
5 Real Estate 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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