LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.4M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$806K
3
+$347K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$274K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$238K

Top Sells

1
+$380K
2
+$250K
3
+$132K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$113K
5
DELL icon
Dell
DELL
+$109K

Sector Composition

1 Technology 9.38%
2 Energy 4.76%
3 Consumer Discretionary 2.25%
4 Financials 1.71%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.2K 0.02%
42
+2
227
$8.13K 0.02%
+128
228
$8.05K 0.02%
26
+5
229
$8.01K 0.02%
107
230
$7.99K 0.02%
4
231
$7.99K 0.02%
+87
232
$7.98K 0.02%
+177
233
$7.91K 0.02%
+114
234
$7.89K 0.02%
+97
235
$7.8K 0.02%
42
+4
236
$7.66K 0.02%
32
+7
237
$7.64K 0.02%
77
-1
238
$7.57K 0.02%
229
+62
239
$7.54K 0.02%
120
240
$7.5K 0.02%
+75
241
$7.47K 0.02%
230
242
$7.46K 0.02%
+109
243
$7.46K 0.02%
+21
244
$7.39K 0.02%
+60
245
$7.24K 0.02%
66
-952
246
$7.23K 0.02%
+23
247
$7.16K 0.02%
118
+1
248
$7.07K 0.02%
77
+5
249
$7.03K 0.02%
49
250
$7K 0.02%
+25
8 9
10
11 12