LFA
LGT Financial Advisors Portfolio holdings
AUM
$39.4M
1-Year Est. Return
13.72%
1 Year Est. Return
+13.72%
AUM
$86.1M
AUM Growth
+$4.3M
(+5.3%)
Holding
880
Top Buys
| 1 | +$337K | |
| 2 | +$258K | |
| 3 | +$225K | |
| 4 |
NVIDIA
NVDA
|
+$208K |
| 5 |
CRH
CRH
|
+$203K |
Top Sells
| 1 | +$691K | |
| 2 | +$520K | |
| 3 | +$159K | |
| 4 |
Home Depot
HD
|
+$140K |
| 5 |
Microsoft
MSFT
|
+$133K |
Sector Composition
| 1 | Consumer Staples | 9.78% |
| 2 | Technology | 8.61% |
| 3 | Healthcare | 8.4% |
| 4 | Energy | 8.3% |
| 5 | Industrials | 7.06% |