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
76
$924K 0.38%
47,991
-415
77
$917K 0.38%
4,009
78
$882K 0.37%
27,000
-1,251
79
$853K 0.35%
3,418
80
$816K 0.34%
32,712
+8,301
81
$768K 0.32%
10,525
-92
82
$744K 0.31%
5,713
-1,357
83
$730K 0.3%
12,361
+244
84
$725K 0.3%
20,631
+8,713
85
$718K 0.3%
7,806
-248
86
$709K 0.29%
11,429
+5,108
87
$708K 0.29%
12,784
-1,794
88
$704K 0.29%
17,286
-329
89
$690K 0.29%
7,280
+673
90
$627K 0.26%
6,028
-333
91
$621K 0.26%
8,058
92
$617K 0.26%
3,728
+21
93
$600K 0.25%
18,353
-314
94
$597K 0.25%
23,969
+4,335
95
$582K 0.24%
15,575
-594
96
$573K 0.24%
2,005
-154
97
$568K 0.24%
17,675
-1,494
98
$565K 0.24%
8,358
99
$562K 0.23%
1,784
-100
100
$562K 0.23%
16,615
-246
2 3
4
5 6