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Lantz Financial Portfolio holdings

AUM $484M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$1.43M
3
+$1.35M
4
ABBV icon
AbbVie
ABBV
+$1.11M
5
ABT icon
Abbott
ABT
+$1.1M

Top Sells

1
+$3.67M
2
+$2.76M
3
+$2.44M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.82M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$1.39M

Sector Composition

1 Technology 12.19%
2 Financials 10.07%
3 Healthcare 9.7%
4 Industrials 6.21%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-114,536
127
– –
-5,686
128
– –
-67,080
129
– –
-43,795
130
– –
-5,091
131
– –
-2,292
132
– –
-2,729
133
– –
-14,271
134
– –
-24,733
2 3 4 5
6