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
276
$30.1K 0.04%
+527
277
$30.1K 0.04%
+143
278
$28.9K 0.04%
+228
279
$28.8K 0.04%
+123
280
$28.4K 0.04%
+569
281
$28.3K 0.04%
+1,430
282
$27.9K 0.04%
+194
283
$27.5K 0.04%
+415
284
$27.2K 0.03%
+1,600
285
$27.2K 0.03%
+92
286
$26.9K 0.03%
+612
287
$26.7K 0.03%
+103
288
$26.6K 0.03%
+130
289
$26.5K 0.03%
+612
290
$26.4K 0.03%
+237
291
$26.4K 0.03%
+318
292
$26.2K 0.03%
+19
293
$26K 0.03%
+595
294
$25.8K 0.03%
+267
295
$25.6K 0.03%
+266
296
$25.2K 0.03%
+625
297
$24.9K 0.03%
+57
298
$24.9K 0.03%
+282
299
$24.7K 0.03%
520
-48
300
$24.5K 0.03%
+300
10 11
12
13 14