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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13.5K 0.03%
55
402
$13.2K 0.03%
57
403
$13.2K 0.03%
544
404
$13.2K 0.03%
139
405
$13.1K 0.03%
139
406
$13.1K 0.03%
848
407
$13K 0.03%
24
408
$13K 0.03%
273
409
$13K 0.03%
527
-127
410
$12.9K 0.03%
233
+2
411
$12.9K 0.03%
+386
412
$12.8K 0.03%
511
413
$12.8K 0.03%
532
-7,168
414
$12.8K 0.03%
43
415
$12.7K 0.03%
47
416
$12.7K 0.03%
186
417
$12.7K 0.03%
804
418
$12.7K 0.03%
89
419
$12.4K 0.03%
124
-3,611
420
$12.2K 0.03%
320
-37
421
$12.2K 0.03%
+62
422
$12.2K 0.03%
247
423
$12.2K 0.03%
256
+246
424
$12.1K 0.03%
310
-60
425
$12.1K 0.03%
385
15 16
17
18 19