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
$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
476
$11.1K 0.01%
422
477
$11.1K 0.01%
95
478
$11K 0.01%
101
479
$11K 0.01%
204
480
$11K 0.01%
354
-11
481
$11K 0.01%
89
482
$10.8K 0.01%
94
483
$10.8K 0.01%
165
484
$10.6K 0.01%
60
485
$10.6K 0.01%
209
486
$10.6K 0.01%
104
487
$10.5K 0.01%
142
488
$10.4K 0.01%
265
489
$10.4K 0.01%
55
490
$10.4K 0.01%
53
491
$10.4K 0.01%
199
492
$10.2K 0.01%
41
493
$10.2K 0.01%
+809
494
$10.1K 0.01%
175
495
$10.1K 0.01%
224
496
$10.1K 0.01%
+81
497
$10K 0.01%
108
498
$9.99K 0.01%
105
499
$9.98K 0.01%
54
500
$9.93K 0.01%
69