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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.79K 0.02%
229
-324
477
$6.7K 0.02%
64
478
$6.66K 0.02%
84
479
$6.66K 0.02%
+53
480
$6.61K 0.02%
929
-411
481
$6.61K 0.02%
377
482
$6.57K 0.02%
24
483
$6.53K 0.02%
41
484
$6.53K 0.02%
43
485
$6.52K 0.02%
66
486
$6.5K 0.02%
121
+1
487
$6.44K 0.02%
92
488
$6.44K 0.02%
29
489
$6.39K 0.02%
87
-35
490
$6.34K 0.02%
311
491
$6.33K 0.02%
40
492
$6.32K 0.02%
202
493
$6.31K 0.02%
122
494
$6.26K 0.02%
+1,706
495
$6.18K 0.02%
25
496
$6.18K 0.02%
292
497
$6.17K 0.02%
332
498
$6.16K 0.02%
186
499
$6.13K 0.02%
60
500
$6.13K 0.02%
92
-46
18 19
20
21 22