LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
This Quarter Return
-4.01%
1 Year Return
+24.77%
3 Year Return
+69.36%
5 Year Return
+104.22%
10 Year Return
+192.96%
AUM
$378B
AUM Growth
+$378B
(+91,599%)
Cap. Flow
-$412M
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
14.52%
Holding
236
New
–
Increased
–
Reduced
–
Closed
219
Top Buys
No buys this quarter
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$7.25M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$6.99M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$6.2M |
| 4 |
Coca-Cola
KO
|
$6.18M |
| 5 |
iShares MSCI Hong Kong ETF
EWH
|
$6.08M |
Sector Composition
| 1 | Financials | 11.09% |
| 2 | Consumer Discretionary | 9.04% |
| 3 | Industrials | 8.83% |
| 4 | Consumer Staples | 8.61% |
| 5 | Healthcare | 7.15% |
