LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$258K
3 +$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1 +$691K
2 +$520K
3 +$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25K 0.03%
96
327
$24.3K 0.03%
256
+5
328
$24.2K 0.03%
315
329
$24K 0.03%
155
330
$24K 0.03%
311
331
$23.9K 0.03%
383
332
$23.6K 0.03%
162
333
$23.5K 0.03%
806
+5
334
$23.4K 0.03%
404
335
$23.1K 0.03%
359
336
$23.1K 0.03%
3,228
-1
337
$23.1K 0.03%
382
338
$22.9K 0.03%
121
339
$22.8K 0.03%
36
340
$22.8K 0.03%
165
341
$22.5K 0.03%
314
342
$22.4K 0.03%
255
343
$22.3K 0.03%
88
344
$22.2K 0.03%
116
+1
345
$22.2K 0.03%
316
346
$21.8K 0.03%
204
347
$21.6K 0.03%
561
348
$21.5K 0.03%
105
349
$21.5K 0.03%
166
350
$21.4K 0.02%
93