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
$148M
AUM Growth
+$462K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.84%
2 Financials 10.6%
3 Healthcare 6.15%
4 Industrials 5.42%
5 Energy 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,455
127
-10,632
128
-10,434
129
-11,332
130
-8,996