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
426
$14.6K 0.02%
+1,024
427
$14.6K 0.02%
139
428
$14.6K 0.02%
99
429
$14.4K 0.02%
245
430
$14.3K 0.02%
273
431
$14.3K 0.02%
143
432
$14.2K 0.02%
247
433
$14.2K 0.02%
246
434
$14.2K 0.02%
58
435
$14.1K 0.02%
121
436
$14K 0.02%
25
437
$13.8K 0.02%
70
438
$13.7K 0.02%
104
439
$13.6K 0.02%
87
440
$13.6K 0.02%
370
+310
441
$13.6K 0.02%
109
442
$13.5K 0.02%
160
443
$13.5K 0.02%
139
444
$13.5K 0.02%
91
445
$13.4K 0.02%
110
446
$13.3K 0.02%
1,114
447
$13.2K 0.02%
136
448
$13.1K 0.02%
122
449
$13.1K 0.02%
107
450
$13.1K 0.02%
357
+23