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
276
$28.9K 0.04%
602
+7
277
$28.2K 0.03%
266
+17
278
$27.9K 0.03%
612
-1,518
279
$27.8K 0.03%
383
280
$27.6K 0.03%
247
281
$27.2K 0.03%
57
282
$27K 0.03%
133
283
$27K 0.03%
19
284
$27K 0.03%
525
-14
285
$26.7K 0.03%
276
286
$26.5K 0.03%
500
287
$26.4K 0.03%
64
288
$26.3K 0.03%
130
289
$26.3K 0.03%
282
290
$26.3K 0.03%
+298
291
$26.3K 0.03%
475
-330
292
$26.1K 0.03%
1,517
+87
293
$25.9K 0.03%
1,356
-16
294
$25.9K 0.03%
41
295
$25.8K 0.03%
314
296
$25.5K 0.03%
415
297
$25.5K 0.03%
542
-1,275
298
$25.3K 0.03%
+184
299
$25.2K 0.03%
356
300
$25K 0.03%
227
-40
10 11
12
13 14