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
401
$14.9K 0.02%
160
402
$14.8K 0.02%
337
+8
403
$14.6K 0.02%
91
404
$14.5K 0.02%
155
405
$14.5K 0.02%
2,208
+868
406
$14.4K 0.02%
346
407
$14.4K 0.02%
205
408
$14.4K 0.02%
635
+289
409
$14.4K 0.02%
273
410
$14.3K 0.02%
327
411
$14.2K 0.02%
450
+97
412
$14.2K 0.02%
404
-117
413
$14.1K 0.02%
25
414
$14.1K 0.02%
140
+1
415
$14.1K 0.02%
197
-5
416
$14K 0.02%
24
417
$14K 0.02%
308
418
$14K 0.02%
2
419
$14K 0.02%
235
+175
420
$13.8K 0.02%
104
421
$13.8K 0.02%
87
422
$13.8K 0.02%
1,114
423
$13.8K 0.02%
124
424
$13.8K 0.02%
139
425
$13.8K 0.02%
300
-312
15 16
17
18 19