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
$237M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 5.4%
3 Financials 5.37%
4 Healthcare 5.09%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$56.4K 0.02%
+147
202
$55.7K 0.02%
+798
203
$54.7K 0.02%
+601
204
$54.5K 0.02%
+798
205
$54.1K 0.02%
+2,308
206
$54K 0.02%
596
207
$53.8K 0.02%
+1,180
208
$53.2K 0.02%
921
209
$52.6K 0.02%
+2,912
210
$52.2K 0.02%
+1,796
211
$52.2K 0.02%
+2,585
212
$52K 0.02%
+215
213
$51.4K 0.02%
+1,584
214
$50.9K 0.02%
+335
215
$50.3K 0.02%
+77
216
$49.5K 0.02%
+329
217
$49.4K 0.02%
+3,337
218
$49.2K 0.02%
+431
219
$48.3K 0.02%
+1,040
220
$44K 0.02%
+1,156
221
$43.6K 0.02%
308
222
$40.8K 0.02%
968
-129
223
$40.6K 0.02%
760
224
$36.5K 0.02%
2,440
225
$26.4K 0.01%
1,473