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
401
$12.4K 0.03%
346
402
$12.3K 0.03%
401
403
$12.3K 0.03%
74
404
$12.1K 0.03%
107
+1
405
$12.1K 0.03%
55
406
$12.1K 0.03%
+704
407
$11.9K 0.03%
237
408
$11.9K 0.03%
57
409
$11.8K 0.03%
244
410
$11.6K 0.03%
298
411
$11.5K 0.03%
28
412
$11.5K 0.03%
310
413
$11.5K 0.03%
809
414
$11.4K 0.03%
365
415
$11.4K 0.03%
50
416
$11.4K 0.03%
76
417
$11.3K 0.02%
98
+2
418
$11K 0.02%
22
-2
419
$10.9K 0.02%
129
420
$10.9K 0.02%
59
421
$10.8K 0.02%
113
+57
422
$10.8K 0.02%
69
423
$10.8K 0.02%
108
424
$10.7K 0.02%
128
+81
425
$10.7K 0.02%
145