LF
Lantz Financial Portfolio holdings
AUM
$452M
1-Year Est. Return
14.23%
1 Year Est. Return
+14.23%
AUM
$452M
AUM Growth
+$50.7M
(+13%)
Holding
251
Top Buys
| 1 | +$2.46M | |
| 2 | +$2.01M | |
| 3 | +$1.88M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.43M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$1.32M |
Top Sells
| 1 | +$1.67M | |
| 2 | +$1.52M | |
| 3 | +$1.23M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.04M |
| 5 |
C.H. Robinson
CHRW
|
+$708K |
Sector Composition
| 1 | Technology | 12.35% |
| 2 | Financials | 8.14% |
| 3 | Industrials | 4.98% |
| 4 | Consumer Staples | 3.98% |
| 5 | Healthcare | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Invesco Senior Income Trust
VVR
$506M
| – | – |
-12,347
|
|