LF

Lantz Financial Portfolio holdings

AUM $401M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.92M
3
+$1.87M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.8M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.8M

Top Sells

1
+$2.76M
2
+$2.55M
3
+$1.58M
4
SLG icon
SL Green Realty
SLG
+$1.2M
5
MBB icon
iShares MBS ETF
MBB
+$902K

Sector Composition

1 Technology 11.5%
2 Financials 9.96%
3 Industrials 5.09%
4 Healthcare 4.73%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.9%
4,581
-74
27
$2.15M 0.89%
8,692
-179
28
$2.05M 0.85%
5,768
-29
29
$2.01M 0.84%
22,248
-30,547
30
$1.92M 0.8%
23,127
-2,711
31
$1.87M 0.78%
21,189
-47
32
$1.87M 0.78%
+38,272
33
$1.86M 0.77%
40,297
+90
34
$1.82M 0.76%
13,427
+6,866
35
$1.8M 0.75%
+76,421
36
$1.8M 0.75%
+74,812
37
$1.79M 0.75%
66,432
+266
38
$1.79M 0.74%
+72,158
39
$1.72M 0.72%
15,237
-140
40
$1.71M 0.71%
5,793
-34
41
$1.65M 0.69%
11,255
42
$1.65M 0.68%
30,016
+21
43
$1.64M 0.68%
9,042
+9
44
$1.62M 0.67%
10,202
+5,776
45
$1.62M 0.67%
14,630
-55
46
$1.6M 0.67%
12,239
+1,897
47
$1.58M 0.66%
29,372
+2,596
48
$1.55M 0.64%
10,001
-306
49
$1.5M 0.62%
59,545
-509
50
$1.46M 0.61%
19,444
-145
1
2
3 4 5