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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34.4K 0.04%
+23,725
252
$34.4K 0.04%
1,735
+31
253
$34.3K 0.04%
3,937
254
$33.8K 0.04%
467
-57
255
$33.7K 0.04%
+4,852
256
$33.7K 0.04%
2,958
-187
257
$33.5K 0.04%
123
258
$33K 0.04%
189
259
$32.9K 0.04%
573
+4
260
$32.8K 0.04%
746
261
$32.7K 0.04%
1,150
+540
262
$32.5K 0.04%
489
-957
263
$32.5K 0.04%
266
264
$31.6K 0.04%
101
-2
265
$31.2K 0.04%
612
266
$30.9K 0.04%
671
-369
267
$30.8K 0.04%
143
268
$30.7K 0.04%
540
269
$30.5K 0.04%
318
270
$30.4K 0.04%
755
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271
$30.3K 0.04%
92
272
$29.9K 0.04%
194
273
$29.9K 0.04%
237
274
$29.3K 0.04%
1,446
275
$29K 0.04%
212
-98
9 10
11
12 13