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
126
$365K 0.15%
12,752
-293
127
$349K 0.15%
1,016
128
$337K 0.14%
1,495
-153
129
$327K 0.14%
3,266
+760
130
$326K 0.14%
+10,194
131
$322K 0.13%
8,495
+732
132
$321K 0.13%
4,944
+483
133
$312K 0.13%
627
134
$304K 0.13%
+10,701
135
$304K 0.13%
3,987
-1,141
136
$303K 0.13%
9,591
137
$293K 0.12%
20,292
138
$281K 0.12%
1,325
-100
139
$281K 0.12%
2,091
+90
140
$277K 0.12%
3,040
+831
141
$276K 0.11%
+17,093
142
$272K 0.11%
8,040
143
$269K 0.11%
+4,952
144
$269K 0.11%
2,013
+5
145
$268K 0.11%
16,472
-620
146
$267K 0.11%
5,714
-2,256
147
$266K 0.11%
2,545
-141
148
$266K 0.11%
4,749
+204
149
$264K 0.11%
6,786
+1,137
150
$262K 0.11%
5,993
-4,790
4 5
6
7 8