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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.2K 0.01%
+160
477
$10.1K 0.01%
+109
478
$10K 0.01%
+114
479
$9.98K 0.01%
+142
480
$9.92K 0.01%
+422
481
$9.91K 0.01%
+93
482
$9.89K 0.01%
+353
483
$9.85K 0.01%
+85
484
$9.83K 0.01%
+304
485
$9.76K 0.01%
+49
486
$9.72K 0.01%
+135
487
$9.63K 0.01%
+113
488
$9.52K 0.01%
+36
489
$9.51K 0.01%
+175
490
$9.49K 0.01%
+58
491
$9.49K 0.01%
+121
492
$9.37K 0.01%
+912
493
$9.25K 0.01%
+659
494
$9.24K 0.01%
+56
495
$9.21K 0.01%
+54
496
$9.2K 0.01%
+47
497
$9.16K 0.01%
+55
498
$9.16K 0.01%
+231
499
$9.12K 0.01%
+220
500
$9.01K 0.01%
+153
18 19
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