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 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
176
$211K 0.09%
+2,400
177
$210K 0.09%
+1,052
178
$210K 0.09%
+4,043
179
$208K 0.09%
2,122
-56
180
$208K 0.09%
503
-50
181
$204K 0.08%
+4,814
182
$204K 0.08%
4,355
-526
183
$203K 0.08%
+8,790
184
$202K 0.08%
14,400
185
$190K 0.08%
15,929
186
$186K 0.08%
16,178
187
$170K 0.07%
15,169
+76
188
$144K 0.06%
11,426
+339
189
$114K 0.05%
10,210
+161
190
$45.3K 0.02%
12,309
191
-2,810
192
-1,811
193
-9,689
194
-21,588
195
-3,801
196
-9,725
197
-4,270
198
-12,398
199
-35,726
200
-13,844