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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$4.8M
4
ISDX
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX
+$4.66M
5
CMBS icon
iShares CMBS ETF
CMBS
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.88%
2 Consumer Staples 9.47%
3 Energy 8.33%
4 Technology 5.11%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$643K 0.76%
+20,189
27
$631K 0.74%
+8,484
28
$593K 0.7%
+3,399
29
$528K 0.62%
+2,009
30
$511K 0.6%
+5,793
31
$507K 0.6%
+10,292
32
$497K 0.58%
+1,608
33
$495K 0.58%
+3,689
34
$475K 0.56%
+5,560
35
$472K 0.56%
+2,923
36
$447K 0.53%
+10,827
37
$445K 0.52%
+4,400
38
$436K 0.51%
+9,323
39
$435K 0.51%
+5,272
40
$426K 0.5%
+3,074
41
$425K 0.5%
+4,727
42
$414K 0.49%
+2,000
43
$395K 0.47%
+4,253
44
$377K 0.44%
+4,253
45
$375K 0.44%
+4,450
46
$364K 0.43%
+2,568
47
$363K 0.43%
+5,471
48
$353K 0.41%
+752
49
$350K 0.41%
+31,413
50
$345K 0.41%
+920
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