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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20.1K 0.05%
1,043
277
$20.1K 0.05%
314
278
$20.1K 0.05%
105
279
$20.1K 0.05%
384
-316
280
$20K 0.05%
235
281
$20K 0.05%
79
282
$19.9K 0.05%
393
-3,704
283
$19.9K 0.05%
36
284
$19.6K 0.05%
140
285
$19.6K 0.05%
74
286
$19.6K 0.05%
2
287
$19.5K 0.05%
375
288
$19.5K 0.05%
188
289
$19.4K 0.05%
+528
290
$19.3K 0.05%
293
291
$19.3K 0.05%
665
292
$19.3K 0.05%
561
293
$19.1K 0.05%
96
-94
294
$19K 0.05%
165
295
$19K 0.05%
245
296
$18.8K 0.05%
201
297
$18.7K 0.05%
100
298
$18.7K 0.05%
138
299
$18.6K 0.05%
803
300
$18.5K 0.05%
136
-39
10 11
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