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
51
$1.54M 0.6%
45,880
-195
52
$1.5M 0.59%
20,222
+648
53
$1.5M 0.59%
19,406
-38
54
$1.49M 0.58%
41,477
-197
55
$1.48M 0.58%
3,345
-164
56
$1.48M 0.58%
42,890
+3,917
57
$1.46M 0.57%
12,285
+148
58
$1.45M 0.57%
7,690
+16
59
$1.43M 0.56%
10,717
-1,522
60
$1.42M 0.56%
29,230
-142
61
$1.38M 0.54%
11,983
-279
62
$1.32M 0.52%
76,724
-95
63
$1.27M 0.5%
42,558
-209
64
$1.27M 0.5%
38,355
+415
65
$1.25M 0.49%
11,021
-942
66
$1.25M 0.49%
33,576
+741
67
$1.19M 0.47%
3,984
+75
68
$1.13M 0.44%
59,935
-303
69
$1.08M 0.42%
30,720
+638
70
$1.06M 0.41%
28,865
-1,281
71
$1M 0.39%
37,040
+4,328
72
$999K 0.39%
4,061
+52
73
$985K 0.39%
33,822
+167
74
$979K 0.38%
3,460
+42
75
$950K 0.37%
39,943
+18,167
1 2
3
4 5