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
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$385K
3
+$304K
4
ACN icon
Accenture
ACN
+$250K
5
ROP icon
Roper Technologies
ROP
+$247K

Top Sells

1
+$706K
2
+$587K
3
+$203K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$137K

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
451
$9.04K 0.02%
41
452
$9K 0.02%
58
453
$8.95K 0.02%
231
454
$8.93K 0.02%
60
455
$8.87K 0.02%
246
456
$8.84K 0.02%
290
-470
457
$8.82K 0.02%
167
458
$8.75K 0.02%
379
459
$8.66K 0.02%
118
460
$8.62K 0.02%
+308
461
$8.59K 0.02%
49
462
$8.55K 0.02%
310
463
$8.48K 0.02%
163
464
$8.44K 0.02%
45
465
$8.39K 0.02%
111
+3
466
$8.32K 0.02%
124
+94
467
$8.28K 0.02%
+275
468
$8.2K 0.02%
302
469
$8.18K 0.02%
+291
470
$8.15K 0.02%
+409
471
$8.06K 0.02%
309
472
$7.97K 0.02%
848
473
$7.96K 0.02%
+80
474
$7.92K 0.02%
38
475
$7.89K 0.02%
17
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19
20 21