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
426
$13.3K 0.02%
+32
427
$13.2K 0.02%
+246
428
$13.1K 0.02%
+188
429
$13K 0.02%
+273
430
$12.9K 0.02%
+377
431
$12.9K 0.02%
+1,569
432
$12.9K 0.02%
+155
433
$12.8K 0.02%
+25
434
$12.8K 0.02%
+91
435
$12.7K 0.02%
+785
436
$12.7K 0.02%
+57
437
$12.7K 0.02%
+308
438
$12.5K 0.02%
+139
439
$12.5K 0.02%
+104
440
$12.5K 0.02%
+60
441
$12.5K 0.02%
+24
442
$12.5K 0.02%
+124
443
$12.3K 0.02%
+544
444
$12.3K 0.02%
+122
445
$12.2K 0.02%
+1,114
446
$12.2K 0.02%
+327
447
$12.2K 0.02%
+11
448
$12.1K 0.02%
+74
449
$12.1K 0.02%
+205
450
$12K 0.02%
+99
16 17
18
19 20