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
376
$14.4K 0.03%
110
377
$14.4K 0.03%
180
378
$14.4K 0.03%
213
379
$14.3K 0.03%
37
380
$14.2K 0.03%
204
381
$14.2K 0.03%
197
382
$14.2K 0.03%
36
383
$14K 0.03%
87
384
$14K 0.03%
30
385
$13.9K 0.03%
167
386
$13.8K 0.03%
511
387
$13.7K 0.03%
273
388
$13.5K 0.03%
11
389
$13.3K 0.03%
+196
390
$13.2K 0.03%
32
391
$13.1K 0.03%
46
392
$13K 0.03%
218
-1
393
$13K 0.03%
89
394
$12.9K 0.03%
230
-15
395
$12.9K 0.03%
165
396
$12.9K 0.03%
+208
397
$12.7K 0.03%
24
398
$12.5K 0.03%
521
-9
399
$12.5K 0.03%
43
400
$12.4K 0.03%
318
14 15
16
17 18