LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.2K 0.04%
424
-160
352
$16.2K 0.04%
88
353
$16.2K 0.04%
262
354
$16K 0.04%
100
355
$16K 0.04%
121
356
$16K 0.04%
+383
357
$16K 0.04%
+660
358
$15.9K 0.04%
105
359
$15.9K 0.04%
142
+4
360
$15.9K 0.04%
233
-2
361
$15.9K 0.04%
159
-24
362
$15.6K 0.03%
176
-97
363
$15.6K 0.03%
384
364
$15.5K 0.03%
252
+204
365
$15.4K 0.03%
305
-88
366
$15.2K 0.03%
327
367
$15.1K 0.03%
+113
368
$15K 0.03%
868
-73
369
$15K 0.03%
25
370
$14.9K 0.03%
520
371
$14.9K 0.03%
2,716
372
$14.8K 0.03%
99
373
$14.8K 0.03%
565
-1,095
374
$14.7K 0.03%
+227
375
$14.5K 0.03%
109
13 14
15
16 17