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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44.2K 0.05%
+1,893
227
$43.9K 0.05%
278
-303
228
$43.9K 0.05%
110
229
$43.8K 0.05%
462
230
$43.2K 0.05%
938
231
$41.9K 0.05%
885
+3
232
$41.6K 0.05%
249
-26
233
$41.6K 0.05%
195
234
$41.3K 0.05%
190
235
$41.2K 0.05%
229
236
$41K 0.05%
721
-865
237
$40.7K 0.05%
474
-238
238
$40.6K 0.05%
1,017
239
$39.9K 0.05%
+1,937
240
$39.3K 0.05%
823
+10
241
$38.9K 0.05%
139
242
$38.8K 0.05%
207
-5
243
$38.4K 0.05%
2,176
+33
244
$37.4K 0.05%
322
+3
245
$37.4K 0.05%
701
+1
246
$36.1K 0.04%
527
247
$36K 0.04%
1,488
+12
248
$35.7K 0.04%
642
-1,098
249
$34.5K 0.04%
67
250
$34.4K 0.04%
1,320
-2,598
8 9
10
11 12