LF
Lantz Financial Portfolio holdings
AUM
$401M
1-Year Return
15.21%
This Quarter Return
+9.75%
1 Year Return
+15.21%
3 Year Return
+54.11%
5 Year Return
+97.8%
10 Year Return
–
AUM
$220M
AUM Growth
+$27.7M
(+14%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
5.22%
Top 10 Holdings %
Top 10 Hldgs %
33.73%
Holding
193
New
30
Increased
85
Reduced
46
Closed
11
Top Buys
| 1 |
Capital Group International Focus Equity ETF
CGXU
|
$2.92M |
| 2 |
Chubb
CB
|
$2.23M |
| 3 |
Innovator International Developed Power Buffer ETF October
IOCT
|
$1.08M |
| 4 |
Oracle
ORCL
|
$925K |
| 5 |
iShares MBS ETF
MBB
|
$902K |
Top Sells
Sector Composition
| 1 | Technology | 10.53% |
| 2 | Financials | 10.38% |
| 3 | Healthcare | 5.37% |
| 4 | Industrials | 5% |
| 5 | Utilities | 4.26% |
