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
$217M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$830K
3 +$739K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$536K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$474K

Sector Composition

1 Technology 14.26%
2 Financials 9.46%
3 Healthcare 6.02%
4 Industrials 5.5%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,600
152
-1,222
153
-151,713