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
376
$17.1K 0.02%
+121
377
$17.1K 0.02%
+784
378
$17.1K 0.02%
+2,500
379
$17.1K 0.02%
+88
380
$16.9K 0.02%
+520
381
$16.9K 0.02%
+665
382
$16.9K 0.02%
+555
383
$16.8K 0.02%
+37
384
$16.7K 0.02%
+610
385
$16.7K 0.02%
+255
386
$16.7K 0.02%
+249
387
$16.7K 0.02%
+100
388
$16.5K 0.02%
+521
389
$16.5K 0.02%
+508
390
$16.2K 0.02%
+343
391
$16.2K 0.02%
+186
392
$16.2K 0.02%
+421
393
$16.1K 0.02%
+561
394
$16K 0.02%
+709
395
$16K 0.02%
+138
396
$16K 0.02%
+367
397
$15.9K 0.02%
+281
398
$15.8K 0.02%
849
-390
399
$15.8K 0.02%
+700
400
$15.7K 0.02%
+105