LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
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
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$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
326
$21.7K 0.03%
+1,811
327
$21.7K 0.03%
+801
328
$21.1K 0.03%
+655
329
$21K 0.03%
+93
330
$20.9K 0.03%
+287
331
$20.9K 0.03%
+1,295
332
$20.7K 0.03%
+262
333
$20.5K 0.03%
+350
334
$20.4K 0.03%
95
335
$20.4K 0.03%
+38
336
$20.3K 0.03%
+285
337
$20.1K 0.03%
+606
338
$20K 0.03%
221
-5
339
$20K 0.03%
193
+2
340
$20K 0.03%
+475
341
$19.9K 0.03%
962
+4
342
$19.8K 0.03%
+202
343
$19.8K 0.03%
+155
344
$19.7K 0.03%
+335
345
$19.7K 0.03%
+199
346
$19.7K 0.03%
+356
347
$19.5K 0.02%
235
+2
348
$19.5K 0.02%
+173
349
$19.2K 0.02%
+155
350
$19.2K 0.02%
1,000
12 13
14
15 16