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LTI

Laffer Tengler Investments Portfolio holdings

AUM $677M
1-Year Est. Return 27.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.1M
3
+$2.9M
4
UBER icon
Uber
UBER
+$2.31M
5
AMD icon
Advanced Micro Devices
AMD
+$1.51M

Top Sells

1
+$3.72M
2
+$1.7M
3
+$1.45M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
NKE icon
Nike
NKE
+$1M

Sector Composition

1 Technology 25.87%
2 Financials 12.12%
3 Industrials 9.44%
4 Consumer Discretionary 8.67%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
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