LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32.4K 0.04%
599
+26
277
$32.4K 0.04%
746
278
$32K 0.04%
618
-848
279
$31.8K 0.04%
384
280
$31.8K 0.04%
64
281
$31.8K 0.04%
701
282
$31.6K 0.04%
266
283
$31.4K 0.04%
194
284
$31.1K 0.04%
77
285
$31.1K 0.04%
452
-37
286
$31.1K 0.04%
19
287
$30.5K 0.04%
4,852
288
$30.4K 0.04%
606
+4
289
$29.9K 0.03%
210
-2
290
$29.9K 0.03%
356
291
$29.8K 0.03%
181
292
$29.5K 0.03%
114
293
$29.4K 0.03%
247
294
$29.2K 0.03%
123
295
$29.2K 0.03%
655
296
$29.1K 0.03%
318
297
$29.1K 0.03%
285
298
$28.8K 0.03%
532
+7
299
$28.5K 0.03%
130
300
$28.3K 0.03%
+16,835
10 11
12
13 14