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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.72K 0.02%
69
477
$9.64K 0.02%
118
478
$9.59K 0.02%
199
479
$9.57K 0.02%
175
480
$9.57K 0.02%
50
481
$9.44K 0.02%
40
-3,376
482
$9.42K 0.02%
58
483
$9.4K 0.02%
85
484
$9.33K 0.02%
+28
485
$9.31K 0.02%
213
+1
486
$9.26K 0.02%
41
487
$9.24K 0.02%
153
+29
488
$9.23K 0.02%
+95
489
$9.22K 0.02%
275
490
$9.19K 0.02%
99
+1
491
$9.17K 0.02%
38
492
$9.17K 0.02%
59
-32
493
$9.08K 0.02%
104
494
$9.06K 0.02%
167
495
$9.02K 0.02%
145
496
$9.02K 0.02%
1,340
-704
497
$8.99K 0.02%
76
498
$8.96K 0.02%
64
-309
499
$8.92K 0.02%
182
500
$8.9K 0.02%
268
+113
18 19
20
21 22