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

Top Buys

1 +$704K
2 +$342K
3 +$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1 +$1.17M
2 +$1.17M
3 +$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$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