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
451
$13K 0.02%
40
452
$12.9K 0.02%
544
453
$12.6K 0.01%
135
454
$12.6K 0.01%
219
455
$12.6K 0.01%
129
456
$12.5K 0.01%
231
+1
457
$12.5K 0.01%
36
458
$12.5K 0.01%
70
459
$12.5K 0.01%
38
460
$12.5K 0.01%
34
461
$12.5K 0.01%
511
462
$12.4K 0.01%
144
463
$12.4K 0.01%
804
464
$12.2K 0.01%
385
465
$12.2K 0.01%
85
466
$12K 0.01%
47
467
$11.8K 0.01%
350
-54
468
$11.8K 0.01%
37
469
$11.6K 0.01%
224
470
$11.5K 0.01%
231
471
$11.5K 0.01%
213
472
$11.4K 0.01%
118
473
$11.2K 0.01%
28
474
$11.2K 0.01%
223
475
$11.2K 0.01%
37