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
351
$19.1K 0.02%
+1,000
352
$19K 0.02%
+383
353
$18.9K 0.02%
+41
354
$18.6K 0.02%
+77
355
$18.6K 0.02%
+199
356
$18.5K 0.02%
+249
357
$18.5K 0.02%
+180
358
$18.3K 0.02%
+1,171
359
$18.3K 0.02%
+74
360
$18.3K 0.02%
115
+1
361
$18.2K 0.02%
+498
362
$18.2K 0.02%
+204
363
$18.1K 0.02%
+47
364
$18K 0.02%
+210
365
$18K 0.02%
+372
366
$17.9K 0.02%
+296
367
$17.9K 0.02%
+1,634
368
$17.4K 0.02%
+518
369
$17.4K 0.02%
+404
370
$17.3K 0.02%
+202
371
$17.3K 0.02%
+521
372
$17.3K 0.02%
+500
373
$17.2K 0.02%
+162
374
$17.2K 0.02%
+583
375
$17.1K 0.02%
+252
13 14
15
16 17