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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.1K 0.03%
+524
352
$14K 0.03%
186
353
$14K 0.03%
346
354
$14K 0.03%
118
+46
355
$14K 0.03%
30
356
$13.9K 0.03%
106
+1
357
$13.9K 0.03%
69
-6
358
$13.8K 0.03%
87
359
$13.7K 0.03%
37
360
$13.7K 0.03%
139
361
$13.6K 0.03%
354
-39
362
$13.5K 0.03%
87
+5
363
$13.4K 0.03%
245
+12
364
$13.4K 0.03%
108
365
$13.1K 0.03%
213
366
$13K 0.03%
55
367
$13K 0.03%
530
-2
368
$12.8K 0.03%
204
369
$12.7K 0.03%
74
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370
$12.5K 0.03%
298
371
$12.5K 0.03%
804
372
$12.5K 0.03%
+214
373
$12.4K 0.03%
58
374
$12.4K 0.03%
44
+6
375
$12.2K 0.03%
50
13 14
15
16 17