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
401
$15.5K 0.02%
+180
402
$15.5K 0.02%
+184
403
$15.4K 0.02%
+359
404
$15.2K 0.02%
+809
405
$15K 0.02%
+830
406
$14.9K 0.02%
+143
407
$14.8K 0.02%
+540
408
$14.8K 0.02%
+245
409
$14.7K 0.02%
+346
410
$14.6K 0.02%
+139
411
$14.2K 0.02%
+308
412
$14.1K 0.02%
+43
413
$14.1K 0.02%
+1,164
414
$14.1K 0.02%
+329
415
$14K 0.02%
+1,080
416
$14K 0.02%
+202
417
$14K 0.02%
+32
418
$13.9K 0.02%
+365
419
$13.8K 0.02%
+291
420
$13.6K 0.02%
+167
421
$13.6K 0.02%
+341
422
$13.6K 0.02%
+257
423
$13.6K 0.02%
+228
424
$13.4K 0.02%
+247
425
$13.3K 0.02%
+136
15 16
17
18 19