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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$619K 0.72%
3,088
-341
27
$610K 0.71%
10,532
28
$569K 0.66%
2,000
29
$555K 0.64%
9,830
-1,411
30
$522K 0.61%
1,811
-64
31
$504K 0.59%
5,330
+1,603
32
$503K 0.58%
2,764
+19
33
$492K 0.57%
2,000
34
$483K 0.56%
40,480
35
$469K 0.54%
5,419
+43
36
$451K 0.52%
5,340
+2,278
37
$429K 0.5%
2,699
+10
38
$427K 0.5%
5,757
-1,323
39
$425K 0.49%
1,666
-25
40
$424K 0.49%
3,851
-75
41
$416K 0.48%
4,727
42
$388K 0.45%
2,573
-285
43
$378K 0.44%
14,073
-3,801
44
$377K 0.44%
702
-54
45
$375K 0.44%
6,489
-278
46
$372K 0.43%
1,321
-8
47
$367K 0.43%
6,751
+76
48
$364K 0.42%
3,735
49
$362K 0.42%
8,815
50
$354K 0.41%
5,560
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