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
426
$13.8K 0.02%
+746
427
$13.8K 0.02%
136
428
$13.7K 0.02%
232
-25
429
$13.6K 0.02%
143
430
$13.5K 0.02%
104
431
$13.5K 0.02%
79
432
$13.4K 0.02%
199
433
$13.4K 0.02%
188
434
$13.4K 0.02%
114
435
$13.3K 0.02%
11
436
$13.2K 0.02%
245
+68
437
$13.1K 0.02%
619
-81
438
$12.9K 0.02%
247
439
$12.7K 0.02%
341
-36
440
$12.6K 0.02%
219
441
$12.6K 0.02%
58
-2
442
$12.6K 0.02%
165
443
$12.5K 0.02%
265
444
$12.4K 0.02%
+298
445
$12.3K 0.02%
142
446
$12.3K 0.02%
+579
447
$12.2K 0.02%
109
448
$12.2K 0.01%
628
-181
449
$12.1K 0.01%
334
-356
450
$12.1K 0.01%
70
16 17
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