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

Top Buys

1 +$704K
2 +$342K
3 +$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1 +$1.17M
2 +$1.17M
3 +$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$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%
+209
500
$9.01K 0.01%
+153