LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.86K 0.02%
68
477
$7.86K 0.02%
175
478
$7.86K 0.02%
61
-353
479
$7.84K 0.02%
137
480
$7.84K 0.02%
332
481
$7.81K 0.02%
87
482
$7.79K 0.02%
47
483
$7.75K 0.02%
1,114
484
$7.75K 0.02%
40
485
$7.75K 0.02%
23
486
$7.71K 0.02%
229
487
$7.64K 0.02%
531
488
$7.59K 0.02%
106
489
$7.51K 0.02%
76
+21
490
$7.3K 0.02%
223
491
$7.25K 0.02%
178
492
$7.2K 0.02%
43
493
$7.2K 0.02%
75
+14
494
$7.16K 0.02%
67
495
$7.15K 0.02%
118
496
$7.13K 0.02%
+392
497
$7.06K 0.02%
125
498
$7.02K 0.02%
122
499
$6.83K 0.02%
64
500
$6.76K 0.02%
168
+2
18 19
20
21 22