LF
Lantz Financial Portfolio holdings
AUM
$474M
1-Year Est. Return
16.29%
This Fund
S&P 500
1 Year Est. Return
+16.29%
AUM
$452M
AUM Growth
+$50.7M
(+13%)
Holding
251
Top Buys
| 1 | +$2.54M | |
| 2 | +$1.95M | |
| 3 | +$1.92M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.37M |
| 5 |
Starbucks
SBUX
|
+$1.24M |
Top Sells
| 1 | +$1.64M | |
| 2 | +$1.42M | |
| 3 | +$1.25M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.04M |
| 5 |
C.H. Robinson
CHRW
|
+$628K |
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
$474M
| – | – |
-12,347
|
|