LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$394K
3 +$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1 +$706K
2 +$583K
3 +$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$30.4K 0.07%
540
227
$30K 0.07%
+637
228
$29.8K 0.07%
622
+9
229
$29.6K 0.07%
679
+1
230
$29.5K 0.07%
287
231
$29.5K 0.07%
358
232
$29.3K 0.06%
205
233
$28.9K 0.06%
202
-47
234
$28.9K 0.06%
202
235
$28.4K 0.06%
255
236
$28.1K 0.06%
311
237
$27.9K 0.06%
91
238
$27.7K 0.06%
57
239
$27.5K 0.06%
379
240
$27.4K 0.06%
583
241
$27.4K 0.06%
57
242
$27.3K 0.06%
1,811
243
$27.3K 0.06%
383
244
$27.2K 0.06%
189
245
$27.1K 0.06%
47
246
$27.1K 0.06%
500
247
$26.9K 0.06%
96
248
$26.9K 0.06%
64
249
$26.6K 0.06%
296
250
$26.3K 0.06%
421