LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$957K 1.02%
4,358
+2,628
27
$950K 1.01%
18,135
+10,494
28
$928K 0.99%
7,568
+24
29
$923K 0.98%
7,083
-514
30
$909K 0.97%
7,877
+4,245
31
$893K 0.95%
+3,510
32
$886K 0.94%
+17,002
33
$870K 0.93%
+24,652
34
$868K 0.92%
20,336
+13,454
35
$863K 0.92%
1,943
+1,076
36
$860K 0.92%
9,761
+6,016
37
$850K 0.9%
+45,352
38
$845K 0.9%
13,129
+7,782
39
$784K 0.83%
8,733
+4,574
40
$782K 0.83%
+2,534
41
$766K 0.82%
+7,863
42
$766K 0.82%
21,862
+12,888
43
$747K 0.8%
5,663
+3,643
44
$736K 0.78%
2,564
45
$690K 0.73%
2,024
+416
46
$661K 0.7%
+2,710
47
$640K 0.68%
+3,417
48
$574K 0.61%
+23,700
49
$536K 0.57%
4,474
+174
50
$507K 0.54%
3,507
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