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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1 +$702K
2 +$356K
3 +$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1 +$1.23M
2 +$1.17M
3 +$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$24.4K 0.03%
+1,372
302
$24.3K 0.03%
+358
303
$24.2K 0.03%
+64
304
$24.2K 0.03%
+393
305
$24K 0.03%
+314
306
$23.8K 0.03%
690
-452
307
$23.8K 0.03%
+520
308
$23.5K 0.03%
+753
309
$23.4K 0.03%
+247
310
$23.3K 0.03%
+311
311
$23.3K 0.03%
+500
312
$23.1K 0.03%
+123
313
$23.1K 0.03%
+379
314
$23K 0.03%
+446
315
$22.8K 0.03%
+446
316
$22.3K 0.03%
+56
317
$22.2K 0.03%
242
318
$22.1K 0.03%
+133
319
$22.1K 0.03%
+324
320
$22K 0.03%
+384
321
$21.9K 0.03%
+91
322
$21.8K 0.03%
+276
323
$21.8K 0.03%
+344
324
$21.7K 0.03%
+382
325
$21.7K 0.03%
+3,067