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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$574K 0.7%
1,608
27
$558K 0.68%
4,253
28
$554K 0.68%
3,416
-8
29
$520K 0.64%
4,718
-1,654
30
$518K 0.63%
10,532
31
$498K 0.61%
7,080
+2,155
32
$492K 0.6%
1,875
-170
33
$491K 0.6%
2,000
34
$490K 0.6%
4,810
35
$475K 0.58%
5,376
+105
36
$454K 0.55%
17,874
-564
37
$438K 0.54%
40,480
-1,580
38
$425K 0.52%
2,745
-241
39
$418K 0.51%
2,689
-54
40
$400K 0.49%
1,691
+9
41
$400K 0.49%
3,926
-177
42
$399K 0.49%
2,858
-207
43
$398K 0.49%
4,727
44
$394K 0.48%
1,329
+5
45
$377K 0.46%
5,560
46
$372K 0.45%
6,767
+896
47
$369K 0.45%
3,727
+1,921
48
$354K 0.43%
8,815
+164
49
$350K 0.43%
756
+105
50
$348K 0.43%
6,675
+3,318
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