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
151
$259K 0.11%
2,949
-1,890
152
$257K 0.11%
8,019
-358
153
$256K 0.11%
2,091
-45
154
$256K 0.11%
3,264
-163
155
$256K 0.11%
551
+31
156
$251K 0.1%
22,066
+2,759
157
$248K 0.1%
8,311
+42
158
$248K 0.1%
+2,391
159
$248K 0.1%
4,541
160
$246K 0.1%
27,947
+1,000
161
$244K 0.1%
+18,983
162
$244K 0.1%
2,690
163
$241K 0.1%
16,867
164
$238K 0.1%
2,956
-50
165
$234K 0.1%
608
-188
166
$234K 0.1%
+817
167
$232K 0.1%
1,827
+329
168
$232K 0.1%
9,125
+552
169
$231K 0.1%
401
170
$219K 0.09%
+2,330
171
$219K 0.09%
+633
172
$219K 0.09%
4,738
-55,292
173
$214K 0.09%
2,213
-5,649
174
$213K 0.09%
2,050
-204
175
$212K 0.09%
+998
5 6
7
8 9