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 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
351
$20.1K 0.02%
521
352
$19.8K 0.02%
522
+4
353
$19.8K 0.02%
74
354
$19.8K 0.02%
404
355
$19.7K 0.02%
204
356
$19.7K 0.02%
709
357
$19.7K 0.02%
47
358
$19.6K 0.02%
36
-1
359
$19.5K 0.02%
665
360
$19.3K 0.02%
500
361
$19.2K 0.02%
1,164
362
$18.8K 0.02%
784
363
$18.7K 0.02%
1,634
364
$18.7K 0.02%
+627
365
$18.6K 0.02%
138
366
$18.6K 0.02%
606
367
$18.6K 0.02%
335
368
$18.5K 0.02%
555
369
$18.5K 0.02%
+166
370
$18.4K 0.02%
+416
371
$18.4K 0.02%
803
-27
372
$18.4K 0.02%
100
373
$18.3K 0.02%
254
+5
374
$18.1K 0.02%
+234
375
$18.1K 0.02%
88