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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.9K 0.06%
285
227
$25.8K 0.06%
130
228
$25.8K 0.06%
295
-4
229
$25.8K 0.06%
123
230
$25.7K 0.06%
77
231
$25.7K 0.06%
96
232
$25.4K 0.06%
155
233
$25.3K 0.06%
316
234
$25K 0.06%
311
235
$25K 0.06%
266
+251
236
$24.9K 0.06%
273
-5
237
$24.8K 0.06%
612
+292
238
$24.7K 0.06%
311
239
$24.7K 0.06%
606
240
$24.6K 0.06%
177
241
$24.5K 0.06%
379
242
$24.5K 0.06%
56
243
$24K 0.06%
383
244
$23.9K 0.06%
3,228
245
$23.7K 0.06%
584
-14
246
$23.5K 0.06%
296
247
$23.5K 0.06%
709
248
$23.5K 0.06%
117
+1
249
$23.5K 0.06%
75
-48
250
$23.4K 0.06%
119
-86
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