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 Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

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
376
$17.9K 0.02%
305
-45
377
$17.8K 0.02%
202
378
$17.8K 0.02%
32
379
$17.8K 0.02%
+329
380
$17.7K 0.02%
367
381
$17.7K 0.02%
180
382
$17.6K 0.02%
852
+3
383
$17.3K 0.02%
848
-323
384
$17.3K 0.02%
359
385
$17.2K 0.02%
475
386
$17K 0.02%
520
387
$16.7K 0.02%
1,043
-37
388
$16.5K 0.02%
287
-85
389
$16.4K 0.02%
+160
390
$16.1K 0.02%
167
391
$15.9K 0.02%
1,267
+77
392
$15.9K 0.02%
99
393
$15.8K 0.02%
101
-255
394
$15.6K 0.02%
245
395
$15.5K 0.02%
43
396
$15.5K 0.02%
293
-15
397
$15.4K 0.02%
200
398
$15.2K 0.02%
785
399
$15.2K 0.02%
244
-37
400
$15.1K 0.02%
57
14 15
16
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