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
51
$1.46M 0.61%
41,674
-284
52
$1.45M 0.6%
15,576
+4,202
53
$1.44M 0.6%
3,509
-110
54
$1.42M 0.59%
19,574
+4,421
55
$1.39M 0.58%
46,075
+55
56
$1.37M 0.57%
37,940
+263
57
$1.35M 0.56%
42,767
+71
58
$1.35M 0.56%
76,819
+488
59
$1.31M 0.54%
38,973
+5,943
60
$1.3M 0.54%
12,262
-658
61
$1.3M 0.54%
57,947
+13,872
62
$1.28M 0.53%
7,674
63
$1.28M 0.53%
32,835
-33
64
$1.23M 0.51%
30,146
+3,040
65
$1.22M 0.51%
44,020
+1,610
66
$1.18M 0.49%
11,963
-626
67
$1.14M 0.47%
30,082
+462
68
$1.13M 0.47%
12,137
+824
69
$1.1M 0.46%
60,238
70
$1.09M 0.45%
3,909
+813
71
$1.06M 0.44%
6,652
+2,567
72
$989K 0.41%
5,100
+452
73
$957K 0.4%
33,655
+18,344
74
$928K 0.39%
4,847
75
$924K 0.38%
26,727
-414
1 2
3
4 5