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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.87K 0.01%
136
-831
227
$4.82K 0.01%
15
-198
228
$4.8K 0.01%
49
-384
229
$4.77K 0.01%
59
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230
$4.76K 0.01%
+102
231
$4.75K 0.01%
75
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232
$4.64K 0.01%
20
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233
$4.63K 0.01%
104
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234
$4.61K 0.01%
71
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235
$4.53K 0.01%
44
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236
$4.36K 0.01%
38
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237
$4.35K 0.01%
52
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238
$4.35K 0.01%
50
239
$4.2K 0.01%
10
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240
$4.15K 0.01%
19
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241
$4.09K 0.01%
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245
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11
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246
$3.76K 0.01%
99
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247
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248
$3.73K 0.01%
62
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249
$3.67K 0.01%
49
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250
$3.67K 0.01%
31
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