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
451
$12K 0.02%
+114
452
$11.9K 0.02%
+200
453
$11.9K 0.02%
+2
454
$11.6K 0.01%
+38
455
$11.5K 0.01%
+87
456
$11.3K 0.01%
+70
457
$11.3K 0.01%
+219
458
$11.3K 0.01%
+87
459
$11.2K 0.01%
+1,190
460
$11.2K 0.01%
+200
461
$11.1K 0.01%
+218
462
$11K 0.01%
+265
463
$10.9K 0.01%
+79
464
$10.8K 0.01%
+70
465
$10.8K 0.01%
+385
466
$10.8K 0.01%
+236
467
$10.6K 0.01%
+223
468
$10.6K 0.01%
+104
469
$10.5K 0.01%
+58
470
$10.5K 0.01%
+81
471
$10.5K 0.01%
+511
472
$10.4K 0.01%
+101
473
$10.3K 0.01%
+319
474
$10.3K 0.01%
+365
475
$10.2K 0.01%
+165
17 18
19
20 21