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
$255M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$495K
3
+$432K
4
MSFT icon
Microsoft
MSFT
+$337K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$318K

Top Sells

1
+$248K
2
+$232K
3
+$219K
4
SBUX icon
Starbucks
SBUX
+$213K
5
KO icon
Coca-Cola
KO
+$210K

Sector Composition

1 Technology 12.3%
2 Financials 9.46%
3 Industrials 4.98%
4 Healthcare 4.37%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.87%
22,769
+521
27
$2.2M 0.86%
19,635
-9
28
$2.18M 0.85%
5,721
-47
29
$2.12M 0.83%
4,595
+14
30
$2.04M 0.8%
13,293
-134
31
$1.98M 0.78%
40,260
+1,988
32
$1.95M 0.77%
66,250
-182
33
$1.94M 0.76%
45,800
+1,780
34
$1.85M 0.73%
11,186
-69
35
$1.85M 0.72%
74,366
+2,208
36
$1.84M 0.72%
77,351
+2,539
37
$1.83M 0.72%
79,166
+2,745
38
$1.83M 0.72%
40,077
-220
39
$1.81M 0.71%
5,830
+37
40
$1.77M 0.69%
10,721
+519
41
$1.77M 0.69%
16,263
+687
42
$1.76M 0.69%
14,587
-43
43
$1.71M 0.67%
22,123
-1,004
44
$1.7M 0.67%
15,217
-20
45
$1.7M 0.67%
67,406
+9,459
46
$1.64M 0.64%
9,900
-101
47
$1.59M 0.62%
29,920
-96
48
$1.59M 0.62%
9,171
+129
49
$1.58M 0.62%
21,273
+84
50
$1.55M 0.61%
59,487
-58
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