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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.8K 0.05%
296
277
$22.7K 0.05%
165
278
$22.7K 0.05%
555
279
$22.6K 0.05%
316
280
$22.6K 0.05%
+95
281
$22K 0.05%
314
282
$22K 0.05%
121
283
$21.9K 0.05%
384
284
$21.9K 0.05%
383
285
$21.9K 0.05%
404
286
$21.8K 0.05%
123
287
$21.7K 0.05%
177
+155
288
$21.7K 0.05%
510
+390
289
$21.6K 0.05%
255
290
$21.5K 0.05%
+82
291
$21.5K 0.05%
335
292
$21.4K 0.05%
175
-883
293
$21.3K 0.05%
500
-517
294
$21.2K 0.04%
195
295
$21.2K 0.04%
421
296
$21.2K 0.04%
116
297
$20.9K 0.04%
379
298
$20.8K 0.04%
88
299
$20.8K 0.04%
606
300
$20.6K 0.04%
189
10 11
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