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
376
$12.2K 0.03%
118
377
$12.1K 0.03%
46
378
$12.1K 0.03%
96
379
$12K 0.03%
384
380
$12K 0.03%
36
381
$12K 0.03%
344
+126
382
$12K 0.03%
142
383
$11.9K 0.03%
143
384
$11.9K 0.03%
136
-31
385
$11.8K 0.03%
24
386
$11.8K 0.03%
110
387
$11.8K 0.03%
209
388
$11.8K 0.03%
450
389
$11.8K 0.03%
+164
390
$11.7K 0.03%
129
391
$11.6K 0.03%
104
392
$11.6K 0.03%
51
+5
393
$11.5K 0.03%
401
394
$11.5K 0.03%
247
395
$11.5K 0.03%
248
+31
396
$11.5K 0.03%
92
-1
397
$11.5K 0.03%
104
398
$11.1K 0.03%
225
399
$11.1K 0.03%
69
400
$11K 0.03%
209
14 15
16
17 18