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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.4K 0.05%
+229
252
$36.3K 0.05%
+700
253
$35.9K 0.05%
544
254
$35.5K 0.05%
+2,143
255
$35.4K 0.05%
+437
256
$35K 0.04%
+62
257
$34.5K 0.04%
+190
258
$34.2K 0.04%
+275
259
$34.2K 0.04%
+3,145
260
$33.5K 0.04%
+714
261
$33K 0.04%
+131
262
$32.7K 0.04%
+1,476
263
$32.1K 0.04%
+540
264
$32K 0.04%
868
265
$31.6K 0.04%
+189
266
$31.6K 0.04%
+212
267
$31.4K 0.04%
+195
268
$31.3K 0.04%
+1,704
269
$31.3K 0.04%
+539
270
$31.1K 0.04%
303
-112
271
$31K 0.04%
+746
272
$30.8K 0.04%
+67
273
$30.6K 0.04%
+181
274
$30.4K 0.04%
+778
275
$30.2K 0.04%
+1,446
9 10
11
12 13