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
$378B
AUM Growth
+$378B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$7.25M
2 +$6.99M
3 +$6.2M
4
KO icon
Coca-Cola
KO
+$6.18M
5
EWH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
-53,256
2
-157,422
3
-193,115
4
-30,107
5
0
6
0
7
-269,535
8
-122,227
9
-228,200
10
0
11
-67,692
12
-39,177
13
-42,827
14
-77,819
15
-92,779
16
-2,704
17
-32,914
18
-147,474
19
-53,014
20
-54,745
21
-76,338
22
-36,549
23
-56,952
24
-46,990
25
-30,485