LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$394K
3 +$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1 +$706K
2 +$583K
3 +$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$26.3K 0.06%
500
252
$26.3K 0.06%
62
+6
253
$26.1K 0.06%
784
254
$25.8K 0.06%
155
255
$25.6K 0.06%
77
256
$25.5K 0.06%
56
257
$25.5K 0.06%
318
258
$25.4K 0.06%
75
259
$25.3K 0.06%
633
+10
260
$25.3K 0.06%
155
261
$25.2K 0.06%
+266
262
$25.2K 0.06%
4,852
263
$25.1K 0.06%
205
264
$24.7K 0.05%
212
+1
265
$24.6K 0.05%
285
266
$24.4K 0.05%
235
267
$24.3K 0.05%
41
268
$24.3K 0.05%
130
269
$24.2K 0.05%
299
+92
270
$24.2K 0.05%
+514
271
$24.2K 0.05%
311
272
$24.2K 0.05%
709
273
$24.2K 0.05%
287
-8
274
$24.1K 0.05%
323
-448
275
$24.1K 0.05%
886
+357