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
451
$8.19K 0.02%
+844
452
$8.05K 0.02%
94
453
$7.99K 0.02%
112
454
$7.96K 0.02%
35
455
$7.92K 0.02%
356
456
$7.86K 0.02%
145
457
$7.77K 0.02%
112
458
$7.76K 0.02%
74
459
$7.75K 0.02%
137
-53
460
$7.68K 0.02%
309
461
$7.64K 0.02%
321
+3
462
$7.44K 0.02%
17
463
$7.42K 0.02%
106
464
$7.34K 0.02%
23
465
$7.27K 0.02%
182
466
$7.25K 0.02%
96
467
$7.23K 0.02%
531
468
$7.16K 0.02%
68
469
$7.09K 0.02%
310
470
$7.09K 0.02%
70
471
$7.08K 0.02%
54
472
$7.06K 0.02%
200
473
$6.94K 0.02%
178
474
$6.92K 0.02%
67
475
$6.88K 0.02%
166
17 18
19
20 21