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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23.3K 0.06%
88
252
$23.3K 0.06%
202
253
$23.3K 0.06%
500
254
$23.1K 0.06%
276
255
$23.1K 0.06%
1,446
256
$22.7K 0.06%
183
257
$22.7K 0.06%
344
-757
258
$22.7K 0.06%
348
-338
259
$22.6K 0.06%
189
260
$22.5K 0.06%
181
261
$22K 0.05%
526
+1
262
$21.9K 0.05%
1,000
263
$21.9K 0.05%
56
+19
264
$21.8K 0.05%
335
265
$21.7K 0.05%
458
-85
266
$21.5K 0.05%
916
+5
267
$21.5K 0.05%
287
268
$21.4K 0.05%
204
269
$21.2K 0.05%
404
270
$21.1K 0.05%
1,164
271
$21.1K 0.05%
160
272
$20.6K 0.05%
308
273
$20.3K 0.05%
784
274
$20.3K 0.05%
579
+7
275
$20.2K 0.05%
257
+1
9 10
11
12 13