LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$394K
3 +$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1 +$706K
2 +$583K
3 +$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$23.9K 0.05%
88
277
$23.7K 0.05%
655
278
$23.5K 0.05%
348
279
$23.3K 0.05%
118
+1
280
$23.3K 0.05%
+259
281
$23.2K 0.05%
404
282
$23.1K 0.05%
245
283
$22.9K 0.05%
606
284
$22.9K 0.05%
130
285
$22.9K 0.05%
500
286
$22.8K 0.05%
611
-1
287
$22.8K 0.05%
316
288
$22.7K 0.05%
499
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289
$22.5K 0.05%
165
290
$22.4K 0.05%
1,164
291
$22.1K 0.05%
555
292
$22.1K 0.05%
82
-57
293
$22K 0.05%
119
294
$21.9K 0.05%
79
295
$21.6K 0.05%
621
+350
296
$21.6K 0.05%
123
297
$21.6K 0.05%
293
298
$21.5K 0.05%
344
299
$21.5K 0.05%
665
300
$21.3K 0.05%
1,000