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
451
$12K 0.01%
121
452
$11.9K 0.01%
385
453
$11.8K 0.01%
364
-414
454
$11.7K 0.01%
144
-40
455
$11.7K 0.01%
+139
456
$11.6K 0.01%
70
457
$11.5K 0.01%
+932
458
$11.5K 0.01%
230
-484
459
$11.5K 0.01%
114
460
$11.4K 0.01%
511
461
$11.4K 0.01%
365
462
$11.4K 0.01%
+804
463
$11.2K 0.01%
85
464
$11.2K 0.01%
274
465
$11.1K 0.01%
204
466
$11K 0.01%
186
467
$10.9K 0.01%
95
+2
468
$10.9K 0.01%
544
469
$10.8K 0.01%
+218
470
$10.8K 0.01%
246
471
$10.8K 0.01%
401
472
$10.8K 0.01%
118
473
$10.6K 0.01%
129
474
$10.6K 0.01%
209
475
$10.6K 0.01%
422
17 18
19
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