LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
1-Year Return
24.77%
This Quarter Return
-0.31%
1 Year Return
+24.77%
3 Year Return
+69.36%
5 Year Return
+104.22%
10 Year Return
+192.96%
AUM
$346M
AUM Growth
+$78.8M
(+30%)
Cap. Flow
+$80.1M
Cap. Flow
% of AUM
23.19%
Top 10 Holdings %
Top 10 Hldgs %
14.83%
Holding
517
New
193
Increased
146
Reduced
56
Closed
31
Top Buys
| 1 |
Apple
AAPL
|
$4.53M |
| 2 |
Bank of America Series L
BAC.PRL
|
$3.52M |
| 3 |
NIMC
NiSource Inc. Series A Corporate Units
NIMC
|
$3.05M |
| 4 |
Tilray
TLRY
|
$2.84M |
| 5 |
Microsoft
MSFT
|
$2.17M |
Top Sells
Sector Composition
| 1 | Technology | 13.77% |
| 2 | Healthcare | 6.64% |
| 3 | Consumer Discretionary | 6.4% |
| 4 | Financials | 6.15% |
| 5 | Industrials | 5.08% |
