LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.8K 0.05%
803
302
$20.5K 0.05%
195
303
$20.5K 0.05%
144
304
$20.4K 0.05%
+390
305
$20.4K 0.05%
451
-7
306
$20.2K 0.04%
245
307
$20.2K 0.04%
160
308
$20.1K 0.04%
155
309
$19.9K 0.04%
544
310
$19.9K 0.04%
204
311
$19.5K 0.04%
167
-62
312
$19.5K 0.04%
152
-112
313
$19.4K 0.04%
335
314
$19.4K 0.04%
314
315
$19.4K 0.04%
+451
316
$19.3K 0.04%
124
317
$19.2K 0.04%
188
318
$19K 0.04%
36
319
$18.9K 0.04%
526
-2
320
$18.8K 0.04%
114
321
$18.8K 0.04%
+448
322
$18.8K 0.04%
58
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323
$18.7K 0.04%
155
324
$18.6K 0.04%
201
325
$18.6K 0.04%
262
+5
11 12
13
14 15