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
$174M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.11M
3 +$1.82M
4
TGT icon
Target
TGT
+$901K
5
GS icon
Goldman Sachs
GS
+$828K

Top Sells

1 +$3.73M
2 +$1.27M
3 +$756K
4
IP icon
International Paper
IP
+$378K
5
VLO icon
Valero Energy
VLO
+$317K

Sector Composition

1 Technology 9.94%
2 Healthcare 5.39%
3 Consumer Discretionary 4.96%
4 Financials 4.48%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-68,370