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
$138M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$11.7M
3 +$8.13M
4
MSFT icon
Microsoft
MSFT
+$5.86M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$3.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.96%
2 Financials 10.54%
3 Healthcare 7.71%
4 Industrials 6.19%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$243K 0.18%
+7,016
102
$241K 0.17%
+8,620
103
$238K 0.17%
+3,016
104
$233K 0.17%
+2,888
105
$232K 0.17%
+4,955
106
$229K 0.17%
+8,996
107
$224K 0.16%
+5,596
108
$217K 0.16%
+2,581
109
$209K 0.15%
+889
110
$205K 0.15%
+14,500
111
$201K 0.15%
+3,127
112
$196K 0.14%
+15,825
113
$130K 0.09%
+14,784
114
$85K 0.06%
+12,127
115
$78K 0.06%
+18,565