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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.3K 0.01%
67
-432
252
$3.17K 0.01%
9
-85
253
$3.08K 0.01%
28
+1
254
$3.01K 0.01%
+85
255
$2.94K 0.01%
67
-384
256
$2.93K 0.01%
116
-770
257
$2.87K 0.01%
+51
258
$2.79K 0.01%
16
-114
259
$2.78K 0.01%
120
+1
260
$2.53K 0.01%
85
-2
261
$2.25K 0.01%
224
262
$1.98K 0.01%
17
+15
263
$1.94K 0.01%
10
264
$1.86K 0.01%
40
+25
265
$1.67K 0.01%
40
-2,900
266
$1.54K ﹤0.01%
42
-342
267
$1.41K ﹤0.01%
16
268
$1.35K ﹤0.01%
+21
269
$1.31K ﹤0.01%
25
270
$1.18K ﹤0.01%
23
-91
271
$975 ﹤0.01%
8
-53
272
$812 ﹤0.01%
77
273
$654 ﹤0.01%
31
274
$524 ﹤0.01%
125
275
$510 ﹤0.01%
6
-40
9 10
11
12 13