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
$676M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$2M
3 +$1.59M
4
NEE icon
NextEra Energy
NEE
+$1.53M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.51M

Sector Composition

1 Energy 11.23%
2 Financials 9.86%
3 Consumer Staples 8.93%
4 Technology 8.81%
5 Real Estate 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-905