LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.6K 0.06%
463
+332
227
$45.4K 0.06%
+265
228
$45.3K 0.06%
+1,040
229
$42.3K 0.05%
1,276
-292
230
$41.8K 0.05%
+1,945
231
$41.8K 0.05%
462
-68
232
$40.8K 0.05%
+47
233
$40.8K 0.05%
+109
234
$40.5K 0.05%
+580
235
$40.1K 0.05%
805
+385
236
$39.7K 0.05%
+882
237
$39.5K 0.05%
+310
238
$39.3K 0.05%
+938
239
$39.2K 0.05%
+524
240
$39.2K 0.05%
+110
241
$38.9K 0.05%
+3,200
242
$38.8K 0.05%
+120
243
$38.2K 0.05%
+319
244
$38.2K 0.05%
+192
245
$37.8K 0.05%
+910
246
$37.5K 0.05%
+438
247
$37.3K 0.05%
+3,937
248
$37.1K 0.05%
1,017
249
$36.8K 0.05%
+813
250
$36.5K 0.05%
+139
8 9
10
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