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
476
$10.5K 0.01%
175
477
$10.5K 0.01%
36
478
$10.5K 0.01%
47
479
$10.5K 0.01%
55
480
$10.5K 0.01%
54
481
$10.4K 0.01%
38
482
$10.4K 0.01%
122
483
$10.2K 0.01%
135
484
$10.1K 0.01%
37
485
$10.1K 0.01%
223
486
$10K 0.01%
30
-2
487
$10K 0.01%
101
488
$9.91K 0.01%
41
489
$9.88K 0.01%
603
+466
490
$9.84K 0.01%
104
491
$9.84K 0.01%
224
-67
492
$9.83K 0.01%
+213
493
$9.71K 0.01%
145
-83
494
$9.69K 0.01%
58
495
$9.67K 0.01%
213
496
$9.66K 0.01%
107
-330
497
$9.63K 0.01%
+110
498
$9.63K 0.01%
176
499
$9.6K 0.01%
74
500
$9.4K 0.01%
199
+21
18 19
20
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