LTI

Laffer Tengler Investments Portfolio holdings

AUM $561M
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Sells

1 +$3.7M
2 +$2.68M
3 +$1.36M
4
VFC icon
VF Corp
VFC
+$939K
5
INDA icon
iShares MSCI India ETF
INDA
+$500K

Sector Composition

1 Financials 16.9%
2 Technology 11.73%
3 Industrials 9.5%
4 Consumer Discretionary 9.16%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,994
177
-20,403
178
-27,645
179
-66,118