LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52.8K 0.06%
1,069
+63
227
$52.4K 0.06%
373
+5
228
$51.9K 0.06%
249
229
$51.3K 0.06%
1,389
230
$50.1K 0.06%
143
231
$49.9K 0.06%
556
+320
232
$48.5K 0.06%
190
233
$48.2K 0.06%
23,725
234
$47.7K 0.06%
1,026
235
$47.1K 0.05%
207
236
$46.6K 0.05%
1,670
-101
237
$46.5K 0.05%
139
238
$46.3K 0.05%
938
239
$44.6K 0.05%
+879
240
$44.4K 0.05%
110
241
$44K 0.05%
462
242
$43.3K 0.05%
1,017
243
$42.1K 0.05%
825
-171
244
$42.1K 0.05%
229
245
$41.4K 0.05%
953
+198
246
$41.3K 0.05%
324
+2
247
$41.3K 0.05%
567
-217
248
$41.1K 0.05%
266
249
$40.9K 0.05%
583
250
$40.6K 0.05%
282
8 9
10
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