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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18.2K 0.04%
388
+3
302
$18K 0.04%
450
-433
303
$17.8K 0.04%
99
304
$17.8K 0.04%
144
305
$17.7K 0.04%
544
306
$17.6K 0.04%
105
307
$17.4K 0.04%
941
308
$17.2K 0.04%
195
309
$17.1K 0.04%
340
310
$17K 0.04%
382
311
$17K 0.04%
141
312
$17K 0.04%
155
313
$17K 0.04%
245
314
$16.9K 0.04%
153
+1
315
$16.8K 0.04%
262
316
$16.6K 0.04%
135
317
$16.5K 0.04%
327
318
$16.5K 0.04%
235
+3
319
$16.5K 0.04%
11
320
$16.3K 0.04%
16,835
321
$16.2K 0.04%
32
322
$16K 0.04%
197
323
$16K 0.04%
180
324
$15.9K 0.04%
18
+12
325
$15.9K 0.04%
207
-10
11 12
13
14 15