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
$277M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.01M
3 +$1.84M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.77M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.02M

Sector Composition

1 Technology 12.38%
2 Financials 9.06%
3 Industrials 5.02%
4 Healthcare 4.31%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-13,190
202
-22,008
203
-84,152
204
-204,700