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
351
$21.3K 0.02%
335
352
$21.3K 0.02%
415
353
$21.1K 0.02%
523
+1
354
$20.9K 0.02%
709
355
$20.8K 0.02%
91
356
$20.7K 0.02%
160
357
$20.6K 0.02%
1,000
358
$20.5K 0.02%
555
359
$20.4K 0.02%
421
360
$20K 0.02%
+471
361
$20K 0.02%
475
362
$20K 0.02%
47
363
$19.9K 0.02%
627
364
$19.5K 0.02%
748
-572
365
$19.4K 0.02%
1,634
366
$19.4K 0.02%
255
+1
367
$19.3K 0.02%
848
368
$19.2K 0.02%
606
369
$19.2K 0.02%
855
+3
370
$18.9K 0.02%
101
371
$18.8K 0.02%
520
372
$18.6K 0.02%
784
373
$18.5K 0.02%
1,164
374
$18.5K 0.02%
262
375
$18.4K 0.02%
116
+90