LTI
Laffer Tengler Investments Portfolio holdings
AUM
$561M
This Quarter Return
-9.8%
1 Year Return
+24.77%
3 Year Return
+69.36%
5 Year Return
+104.22%
10 Year Return
+192.96%
AUM
$338M
AUM Growth
+$338M
(-16%)
Cap. Flow
-$20.4M
Cap. Flow
% of AUM
-6.03%
Top 10 Holdings %
Top 10 Hldgs %
15.65%
Holding
194
New
3
Increased
16
Reduced
72
Closed
11
Top Buys
Top Sells
| 1 |
Wells Fargo
WFC
|
$4.77M |
| 2 |
Citigroup
C
|
$4.21M |
| 3 |
AET
Aetna Inc
AET
|
$3.14M |
| 4 |
CA
CA, Inc.
CA
|
$3.04M |
| 5 |
Goldman Sachs
GS
|
$2.9M |
Sector Composition
| 1 | Financials | 13.28% |
| 2 | Technology | 11.42% |
| 3 | Industrials | 9.76% |
| 4 | Healthcare | 9.02% |
| 5 | Consumer Discretionary | 8.83% |
