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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9.61K 0.02%
271
-2,955
427
$9.49K 0.02%
45
-140
428
$9.34K 0.02%
+318
429
$9.34K 0.02%
126
430
$9.3K 0.02%
45
-45
431
$9.3K 0.02%
265
432
$9.28K 0.02%
31
433
$9.27K 0.02%
379
434
$9.23K 0.02%
231
435
$9.17K 0.02%
131
436
$9.1K 0.02%
246
437
$9.07K 0.02%
163
438
$9.07K 0.02%
59
439
$9.06K 0.02%
296
-231
440
$8.9K 0.02%
108
441
$8.88K 0.02%
118
-145
442
$8.85K 0.02%
302
443
$8.81K 0.02%
148
444
$8.72K 0.02%
223
445
$8.65K 0.02%
49
446
$8.63K 0.02%
178
447
$8.59K 0.02%
41
448
$8.46K 0.02%
275
449
$8.34K 0.02%
47
450
$8.28K 0.02%
74
16 17
18
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