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
426
$10.6K 0.02%
85
427
$10.5K 0.02%
142
428
$10.3K 0.02%
104
429
$10.3K 0.02%
265
430
$10.1K 0.02%
384
431
$10.1K 0.02%
144
+32
432
$10K 0.02%
126
433
$9.98K 0.02%
101
+2
434
$9.94K 0.02%
+119
435
$9.94K 0.02%
74
436
$9.94K 0.02%
54
437
$9.89K 0.02%
275
438
$9.79K 0.02%
313
439
$9.66K 0.02%
103
+1
440
$9.66K 0.02%
34
441
$9.63K 0.02%
219
+6
442
$9.56K 0.02%
104
443
$9.43K 0.02%
157
+2
444
$9.43K 0.02%
+562
445
$9.42K 0.02%
356
446
$9.34K 0.02%
131
447
$9.27K 0.02%
31
448
$9.24K 0.02%
296
449
$9.22K 0.02%
38
450
$9.07K 0.02%
372
-189