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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$258K
3 +$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1 +$691K
2 +$520K
3 +$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16.4K 0.02%
155
402
$16.2K 0.02%
2
403
$16.1K 0.02%
150
-45
404
$16.1K 0.02%
941
+770
405
$15.9K 0.02%
124
406
$15.9K 0.02%
1,043
407
$15.8K 0.02%
308
408
$15.7K 0.02%
205
409
$15.7K 0.02%
30
410
$15.6K 0.02%
57
411
$15.6K 0.02%
654
-92
412
$15.5K 0.02%
2,044
-164
413
$15.4K 0.02%
24
414
$15.4K 0.02%
197
415
$15.3K 0.02%
141
+1
416
$15.2K 0.02%
79
417
$15.1K 0.02%
327
418
$14.9K 0.02%
579
419
$14.9K 0.02%
1,432
+500
420
$14.8K 0.02%
235
421
$14.8K 0.02%
293
422
$14.8K 0.02%
+384
423
$14.8K 0.02%
337
424
$14.7K 0.02%
346
425
$14.6K 0.02%
11