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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24.9K 0.03%
520
302
$24.9K 0.03%
287
303
$24.7K 0.03%
181
304
$24.6K 0.03%
655
305
$24.6K 0.03%
561
306
$24.5K 0.03%
56
307
$24.5K 0.03%
446
308
$24.4K 0.03%
316
-8
309
$24.2K 0.03%
753
310
$24.2K 0.03%
251
+9
311
$24.1K 0.03%
202
312
$24.1K 0.03%
189
-39
313
$24K 0.03%
311
314
$23.9K 0.03%
344
315
$23.9K 0.03%
123
316
$23.8K 0.03%
358
317
$23.7K 0.03%
379
318
$23.7K 0.03%
155
319
$23.6K 0.03%
77
320
$23.4K 0.03%
285
321
$23.3K 0.03%
1,295
322
$23.1K 0.03%
801
323
$23.1K 0.03%
121
-144
324
$23.1K 0.03%
96
+1
325
$23.1K 0.03%
155
11 12
13
14 15