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
326
$22.8K 0.03%
155
-25
327
$22.7K 0.03%
962
328
$22.7K 0.03%
238
+3
329
$22.7K 0.03%
1,811
330
$22.3K 0.03%
421
331
$22.3K 0.03%
405
-2,992
332
$22.1K 0.03%
296
333
$22K 0.03%
473
-973
334
$21.7K 0.03%
165
-8
335
$21.4K 0.03%
446
336
$21.2K 0.03%
91
337
$21.2K 0.03%
382
338
$21.2K 0.03%
121
339
$21.1K 0.03%
1,000
340
$21.1K 0.03%
262
341
$21.1K 0.03%
236
-433
342
$21K 0.03%
255
343
$20.9K 0.03%
384
344
$20.9K 0.03%
195
+2
345
$20.9K 0.03%
3,229
+162
346
$20.8K 0.03%
114
+76
347
$20.8K 0.03%
105
348
$20.8K 0.03%
115
349
$20.6K 0.03%
162
350
$20.4K 0.03%
93
12 13
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