LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.4M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$806K
3
+$347K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$274K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$238K

Top Sells

1
+$380K
2
+$250K
3
+$132K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$113K
5
DELL icon
Dell
DELL
+$109K

Sector Composition

1 Technology 9.38%
2 Energy 4.76%
3 Consumer Discretionary 2.25%
4 Financials 1.71%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.8K 0.01%
+11
277
$5.77K 0.01%
50
+2
278
$5.76K 0.01%
+15
279
$5.73K 0.01%
26
+1
280
$5.73K 0.01%
84
+1
281
$5.69K 0.01%
+33
282
$5.69K 0.01%
75
283
$5.63K 0.01%
76
+1
284
$5.61K 0.01%
+7
285
$5.56K 0.01%
75
+16
286
$5.56K 0.01%
22
+2
287
$5.47K 0.01%
+61
288
$5.46K 0.01%
24
289
$5.37K 0.01%
+157
290
$5.37K 0.01%
22
291
$5.37K 0.01%
39
-220
292
$5.24K 0.01%
31
+2
293
$5.19K 0.01%
134
+35
294
$5.13K 0.01%
+76
295
$5.08K 0.01%
31
+1
296
$5.01K 0.01%
55
297
$4.94K 0.01%
+9
298
$4.81K 0.01%
+22
299
$4.74K 0.01%
79
-13
300
$4.59K 0.01%
+21
10 11
12
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